Rockefeller Capital Management
BGM

Rockefeller Capital Management’s BGM Group Ltd BGM Stock Holding History

Rockefeller Capital Management’s Portfolio BGM Stock Details BGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2 Hold
5
– – ﹤0.01% 4724
2026
Q1 		$2 Buy
+5
New +$10 ﹤0.01% 4680

Other funds holding BGM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $92.6M AUM 41.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Rockefeller Capital Management's BGM Position: Q2 2026 in Review

Rockefeller Capital Management held its BGM Group Ltd (BGM) position steady in Q2 2026 at 5 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #4724.

Rockefeller Capital Management first reported a position in BGM in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BGM as of Q2 2026.

  • Rockefeller Capital Management held 5 shares of BGM Group Ltd worth $2 as of Q2 2026.
  • Rockefeller Capital Management left its BGM Group Ltd share count unchanged in Q2 2026.
  • BGM Group Ltd made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4724 holding.
  • Rockefeller Capital Management first reported a position in BGM Group Ltd in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held BGM Group Ltd as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.