Rockefeller Capital Management
BIRD icon

Rockefeller Capital Management’s Smartbird Inc BIRD Stock Holding History

Rockefeller Capital Management’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2K Hold
4,039
– – ﹤0.01% 3910
2025
Q4 		$16.6K Sell
4,039
-114
-3% -$646 ﹤0.01% 3594
2025
Q3 		$23.5K Buy
+4,153
New +$34.2K ﹤0.01% 3286
2023
Q2 		– Sell
-6,608
Closed -$156K – 1830
2023
Q1 		$156K Sell
6,608
-1,062
-14% -$49K ﹤0.01% 1857
2022
Q4 		$368K Sell
7,670
-450
-6% -$26.4K ﹤0.01% 1387
2022
Q3 		$491K Sell
8,120
-1,178
-13% -$104K ﹤0.01% 1275
2022
Q2 		$729K Sell
9,298
-2,332
-20% -$235K ﹤0.01% 1108
2022
Q1 		$1.4M Buy
+11,630
New +$2.29M 0.01% 941

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
PLU
Performa Ltd (US) Charleston, South Carolina $442M AUM 13.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Rockefeller Capital Management held its Smartbird Inc (BIRD) position steady in Q1 2026 at 4,039 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

Rockefeller Capital Management first reported a position in BIRD in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2022. 38 funds tracked by Wall St. Rank hold BIRD as of Q1 2026.

  • Rockefeller Capital Management held 4,039 shares of Smartbird Inc worth $12.2K as of Q1 2026.
  • Rockefeller Capital Management left its Smartbird Inc share count unchanged in Q1 2026.
  • Smartbird Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3910 holding.
  • Rockefeller Capital Management first reported a position in Smartbird Inc in Q1 2022 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Smartbird Inc position peaked at $1.4M in Q1 2022.
  • 38 funds tracked by Wall St. Rank held Smartbird Inc as of Q1 2026.

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