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Rockefeller Capital Management L.P.: FUMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on FUMB, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 125,283 FUMB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,283 shares
    Change vs previous 13F -5,111 shares

    <0.01% of the 13F portfolio, value $2,512,555.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 130,394 shares
    Change vs previous 13F +5,930 shares

    <0.01% of the 13F portfolio, value $2,614,418.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 124,464 shares
    Change vs previous 13F +34,765 shares

    <0.01% of the 13F portfolio, value $2,496,767.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,699 shares
    Change vs previous 13F -18,495 shares

    <0.01% of the 13F portfolio, value $1,802,962.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 108,194 shares
    Change vs previous 13F -6,773 shares

    <0.01% of the 13F portfolio, value $2,174,700.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,967 shares
    Change vs previous 13F -422,456 shares

    0.01% of the 13F portfolio, value $2,310,263.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 537,423 shares
    Change vs previous 13F +21,471 shares

    0.03% of the 13F portfolio, value $10,796,015.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 515,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,377,197.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).