Rockefeller Capital Management
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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
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

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T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rockefeller Capital Management's EBC Position: Q1 2026 in Review

Rockefeller Capital Management increased its Eastern Bankshares (EBC) stake by 173% in Q1 2026, buying an estimated $1.7K and bringing the position to 134 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #4363.

Rockefeller Capital Management first reported a position in EBC in Q3 2021 and has held it in 7 quarters since. The position peaked at $3K in Q4 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Rockefeller Capital Management held 134 shares of Eastern Bankshares worth $2.62K as of Q1 2026.
  • Rockefeller Capital Management bought 85 Eastern Bankshares shares in Q1 2026, an estimated $1.7K.
  • Eastern Bankshares made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4363 holding.
  • Rockefeller Capital Management first reported a position in Eastern Bankshares in Q3 2021 and has held it in 7 quarters since.
  • Rockefeller Capital Management's Eastern Bankshares position peaked at $3K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.