Rockefeller Capital Management
BGX

Rockefeller Capital Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Rockefeller Capital Management’s Portfolio BGX Stock Details BGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Buy
21,609
+21,603
+360,050% +$241K ﹤0.01% 2394
2025
Q4 		$77 Buy
+6
New +$71 ﹤0.01% 4634
2020
Q1 		– Sell
-102
Closed -$2K – 2356
2019
Q4 		$2K Buy
+102
New +$1.57K ﹤0.01% 1904

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Rockefeller Capital Management's BGX Position: Q1 2026 in Review

Rockefeller Capital Management increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 360,050% in Q1 2026, buying an estimated $241K and bringing the position to 21,609 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Rockefeller Capital Management first reported a position in BGX in Q4 2019 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Rockefeller Capital Management held 21,609 shares of Blackstone Long-Short Credit Income Fund worth $236K as of Q1 2026.
  • Rockefeller Capital Management bought 21,603 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $241K.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2394 holding.
  • Rockefeller Capital Management first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.