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
Q2 		$16.2K Hold
4,039
– – ﹤0.01% 3813
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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return

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

Rockefeller Capital Management held its Smartbird Inc (BIRD) position steady in Q2 2026 at 4,039 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3813.

Rockefeller Capital Management first reported a position in BIRD in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.4M in Q1 2022. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Rockefeller Capital Management held 4,039 shares of Smartbird Inc worth $16.2K as of Q2 2026.
  • Rockefeller Capital Management left its Smartbird Inc share count unchanged in Q2 2026.
  • Smartbird Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3813 holding.
  • Rockefeller Capital Management first reported a position in Smartbird Inc in Q1 2022 and has held it in 9 quarters since.
  • Rockefeller Capital Management's Smartbird Inc position peaked at $1.4M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

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