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 Q2	$238K	Buy	21,917 +308	+1%	+$3.35K	﹤0.01%	2508
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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Rockefeller Capital Management increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 1.4% in Q2 2026, buying an estimated $3.35K and bringing the position to 21,917 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Rockefeller Capital Management first reported a position in BGX in Q4 2019 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

Rockefeller Capital Management held 21,917 shares of Blackstone Long-Short Credit Income Fund worth $238K as of Q2 2026.
Rockefeller Capital Management bought 308 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $3.35K.
Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2508 holding.
Rockefeller Capital Management first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2019 and has held it in 4 quarters since.
49 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

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