Rockefeller Capital Management’s Eastern Bankshares EBC Stock Holding History

Rockefeller Capital Management’s Portfolio EBC Stock Details EBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.51K	Sell	113 -21	-16%	-$426	﹤0.01%	4374
2026 Q1	$2.62K	Buy	134 +85	+173%	+$1.7K	﹤0.01%	4363
2025 Q4	$903	Buy	+49	New	+$897	﹤0.01%	4462
2023 Q1	–	Sell	-201	Closed	-$3K	–	2487
2022 Q4	$3K	Buy	+201	New	+$3.85K	﹤0.01%	3451
2022 Q3	–	Sell	-36	Closed	–	–	3984
2022 Q2	$0	Buy	36 +3	+9%	+$58	﹤0.01%	4165
2022 Q1	$0	Hold	33	–	–	﹤0.01%	3905
2021 Q4	$0	Buy	33 +1	+3%	+$21	﹤0.01%	3820
2021 Q3	$0	Buy	+32	New	+$612	﹤0.01%	3720

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Eastern Bankshares (EBC) stake by 16% in Q2 2026, selling an estimated $426 and leaving 113 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

Rockefeller Capital Management first reported a position in EBC in Q3 2021 and has held it in 8 quarters since. The position peaked at $3K in Q4 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Rockefeller Capital Management held 113 shares of Eastern Bankshares worth $2.51K as of Q2 2026.
Rockefeller Capital Management sold 21 Eastern Bankshares shares in Q2 2026, an estimated $426.
Eastern Bankshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4374 holding.
Rockefeller Capital Management first reported a position in Eastern Bankshares in Q3 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's Eastern Bankshares position peaked at $3K in Q4 2022.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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