Rockefeller Capital Management
RUM icon

Rockefeller Capital Management’s RUM Group Inc RUM Stock Holding History

Rockefeller Capital Management’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.77K Buy
1,068
+923
+637% +$6.56K ﹤0.01% 4154
2026
Q1 		$740 Buy
+145
New +$833 ﹤0.01% 4528
2025
Q4 		– Sell
-3,659
Closed -$26.5K – 4817
2025
Q3 		$26.5K Buy
+3,659
New +$29.9K ﹤0.01% 3210
2024
Q2 		– Sell
-697,936
Closed -$5.64M – 1718
2024
Q1 		$5.64M Sell
697,936
-350
-0.1% -$2.26K 0.02% 659
2023
Q4 		$3.14M Buy
698,286
+350
+0.1% +$1.71K 0.01% 772
2023
Q3 		$3.56M Buy
+697,936
New +$5.21M 0.01% 659

Other funds holding RUM

CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Rockefeller Capital Management increased its RUM Group Inc (RUM) stake by 637% in Q2 2026, buying an estimated $6.56K and bringing the position to 1,068 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4154.

Rockefeller Capital Management first reported a position in RUM in Q3 2023 and has held it in 6 quarters since. The position peaked at $5.64M in Q1 2024. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Rockefeller Capital Management held 1,068 shares of RUM Group Inc worth $6.77K as of Q2 2026.
  • Rockefeller Capital Management bought 923 RUM Group Inc shares in Q2 2026, an estimated $6.56K.
  • RUM Group Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4154 holding.
  • Rockefeller Capital Management first reported a position in RUM Group Inc in Q3 2023 and has held it in 6 quarters since.
  • Rockefeller Capital Management's RUM Group Inc position peaked at $5.64M in Q1 2024.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

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