Rockefeller Capital Management
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Rockefeller Capital Management’s Beazer Homes USA BZH Stock Holding History

Rockefeller Capital Management’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59K Buy
3,069
+2,454
+399% +$56.7K ﹤0.01% 3180
2025
Q4 		$12.5K Buy
615
+590
+2,360% +$13.1K ﹤0.01% 3704
2025
Q3 		$614 Buy
+25
New +$614 ﹤0.01% 4246
2020
Q1 		– Sell
-500
Closed -$7K – 2366
2019
Q4 		$7K Hold
500
– – ﹤0.01% 1694
2019
Q3 		$7K Buy
+500
New +$6.02K ﹤0.01% 1519

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Rockefeller Capital Management increased its Beazer Homes USA (BZH) stake by 399% in Q1 2026, buying an estimated $56.7K and bringing the position to 3,069 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Rockefeller Capital Management first reported a position in BZH in Q3 2019 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Rockefeller Capital Management held 3,069 shares of Beazer Homes USA worth $59K as of Q1 2026.
  • Rockefeller Capital Management bought 2,454 Beazer Homes USA shares in Q1 2026, an estimated $56.7K.
  • Beazer Homes USA made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3180 holding.
  • Rockefeller Capital Management first reported a position in Beazer Homes USA in Q3 2019 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

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