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
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 $2.76B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return