Question 1

How many shares of BBAX does Rockefeller Capital Management L.P. own?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P. holds 39,853 shares of BBAX (JPMORGAN BETABUILDERS DEVELO).

Question 2

What is Rockefeller Capital Management L.P.'s BBAX position worth?

Accepted Answer

As of 2026-Q2, Rockefeller Capital Management L.P.'s BBAX position is worth $2.4M.

Question 3

Is Rockefeller Capital Management L.P. buying or selling BBAX?

Accepted Answer

In 2026-Q2, Rockefeller Capital Management L.P. increased their BBAX position (+17.6% change in shares).

Question 4

When did Rockefeller Capital Management L.P. first buy BBAX?

Accepted Answer

Based on available 13F filings, Rockefeller Capital Management L.P. first reported a position in BBAX in 2019-Q4. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	39,853	+17.6%	$2.4M	0.0%	$59.87	30
2026-Q1	Decreased	33,881	-13.4%	$2M	0.0%	$62.04	0
2025-Q4	Increased	39,140	+195.8%	$2.2M	0.0%	$56.83	42
2025-Q3	Decreased	13,230	-64.0%	$745,428	0.0%	$55.68	0
2025-Q2	Increased	36,768	+24.5%	$2M	0.0%	$52.97	32
2025-Q1	Decreased	29,534	-2.5%	$1.4M	0.0%	$47.33	0
2024-Q4	Decreased	30,275	-10.3%	$1.5M	0.0%	$47.01	0
2024-Q3	Increased	33,745	+41.4%	$1.8M	0.0%	$51.45	34
2024-Q2	Decreased	23,871	-0.0%	$1.2M	0.0%	$45.50	0
2024-Q1	Increased	23,873	+30.8%	$1.1M	0.0%	$44.82	32
2023-Q4	Decreased	18,248	-1.3%	$903,485	0.0%	$45.69	0
2023-Q3	Decreased	18,482	-1.6%	$832,275	0.0%	$41.03	0
2023-Q2	Increased	18,781	+0.3%	$898,309	0.0%	$42.87	25
2023-Q1	Increased	18,728	+4.3%	$919,000	0.0%	$43.78	26
2022-Q4	Decreased	17,955	-18.5%	$878,000	0.0%	$43.27	0
2022-Q3	Decreased	22,027	-5.3%	$931,000	0.0%	$37.79	0
2022-Q2	Decreased	23,264	-0.2%	$1.1M	0.0%	$41.62	0
2022-Q1	Decreased	23,307	-0.8%	$1.3M	0.0%	$47.80	0
2021-Q4	Increased	23,487	+0.1%	$1.3M	0.0%	$45.64	25
2021-Q3	Increased	23,452	+3.8%	$1.3M	0.0%	$44.38	26
2021-Q2	Increased	22,589	+185.3%	$1.3M	0.0%	$47.42	41
2021-Q1	Increased	7,918	+21.1%	$223,000	0.0%	$45.58	27
2020-Q4	Increased	6,537	+0.2%	$176,000	0.0%	$43.41	23
2020-Q3	Increased	6,523	+30.5%	$146,000	0.0%	$35.97	28
2020-Q2	Increased	5,000	+3189.5%	$112,000	0.0%	$34.96	35
2020-Q1	Increased	152	+31.0%	$3,000	0.0%	$29.25	11
2019-Q4	New	116	-	$3,000	0.0%	$39.84	20

BBAX27 quarters

BBAX
27 quarters