Rockefeller Capital Management
BKGI icon

Rockefeller Capital Management’s BNY Mellon Global Infrastructure Income ETF BKGI Stock Holding History

Rockefeller Capital Management’s Portfolio BKGI Stock Details BKGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.59M Buy
85,685
+58,847
+219% +$2.62M 0.01% 1156
2026
Q2 		$1.21M Buy
26,838
+16,126
+151% +$731K ﹤0.01% 1603
2026
Q1 		$477K Buy
+10,712
New +$465K ﹤0.01% 2005

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management's BKGI Position: Q3 2026 in Review

Rockefeller Capital Management increased its BNY Mellon Global Infrastructure Income ETF (BKGI) stake by 219% in Q3 2026, buying an estimated $2.62M and bringing the position to 85,685 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #1156.

Rockefeller Capital Management first reported a position in BKGI in Q1 2026 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold BKGI as of Q3 2026.

  • Rockefeller Capital Management held 85,685 shares of BNY Mellon Global Infrastructure Income ETF worth $3.59M as of Q3 2026.
  • Rockefeller Capital Management bought 58,847 BNY Mellon Global Infrastructure Income ETF shares in Q3 2026, an estimated $2.62M.
  • BNY Mellon Global Infrastructure Income ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1156 holding.
  • Rockefeller Capital Management first reported a position in BNY Mellon Global Infrastructure Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held BNY Mellon Global Infrastructure Income ETF as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.