Rockefeller Capital Management
FMAG icon

Rockefeller Capital Management’s Fidelity Magellan ETF FMAG Stock Holding History

Rockefeller Capital Management’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.39K Buy
297
+260
+703% +$8.72K ﹤0.01% 4016
2025
Q4 		$1.26K Hold
37
– – ﹤0.01% 4413
2025
Q3 		$1.3K Buy
+37
New +$1.29K ﹤0.01% 4150
2024
Q2 		– Sell
-10,056
Closed -$282K – 1665
2024
Q1 		$282K Buy
+10,056
New +$264K ﹤0.01% 1597

Other funds holding FMAG

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $146M AUM 18.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Rockefeller Capital Management increased its Fidelity Magellan ETF (FMAG) stake by 703% in Q1 2026, buying an estimated $8.72K and bringing the position to 297 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #4016.

Rockefeller Capital Management first reported a position in FMAG in Q1 2024 and has held it in 4 quarters since. The position peaked at $282K in Q1 2024. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • Rockefeller Capital Management held 297 shares of Fidelity Magellan ETF worth $9.39K as of Q1 2026.
  • Rockefeller Capital Management bought 260 Fidelity Magellan ETF shares in Q1 2026, an estimated $8.72K.
  • Fidelity Magellan ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4016 holding.
  • Rockefeller Capital Management first reported a position in Fidelity Magellan ETF in Q1 2024 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Fidelity Magellan ETF position peaked at $282K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

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