Rockefeller Capital Management
EIM

Rockefeller Capital Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Rockefeller Capital Management’s Portfolio EIM Stock Details EIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$146K Sell
14,691
-9,322
-39% -$91.6K ﹤0.01% 2769
2026
Q1 		$235K Sell
24,013
-158
-0.7% -$1.56K ﹤0.01% 2399
2025
Q4 		$235K Sell
24,171
-4,150
-15% -$41K ﹤0.01% 2286
2025
Q3 		$282K Buy
28,321
+348
+1% +$3.39K ﹤0.01% 2051
2025
Q2 		$271K Sell
27,973
-14,633
-34% -$141K ﹤0.01% 1671
2025
Q1 		$425K Sell
42,606
-9,518
-18% -$96.9K ﹤0.01% 1529
2024
Q4 		$540K Sell
52,124
-31,324
-38% -$330K ﹤0.01% 1450
2024
Q3 		$898K Sell
83,448
-4,478
-5% -$47.2K ﹤0.01% 1259
2024
Q2 		$930K Sell
87,926
-12,160
-12% -$125K ﹤0.01% 1232
2024
Q1 		$1.04M Sell
100,086
-39,504
-28% -$404K ﹤0.01% 1245
2023
Q4 		$1.41M Sell
139,590
-10,777
-7% -$101K ﹤0.01% 1032
2023
Q3 		$1.35M Buy
150,367
+19,897
+15% +$193K 0.01% 985
2023
Q2 		$1.3M Sell
130,470
-6,298
-5% -$63.4K 0.01% 988
2023
Q1 		$1.42M Buy
136,768
+132,566
+3,155% +$1.36M 0.01% 943
2022
Q4 		$43K Buy
4,202
+2,505
+148% +$24.8K ﹤0.01% 2453
2022
Q3 		$16K Sell
1,697
-37
-2% -$395 ﹤0.01% 2863
2022
Q2 		$18K Sell
1,734
-7,570
-81% -$82K ﹤0.01% 2797
2022
Q1 		$107K Buy
+9,304
New +$114K ﹤0.01% 1952

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Eaton Vance Municipal Bond Fund (EIM) stake by 39% in Q2 2026, selling an estimated $91.6K and leaving 14,691 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Rockefeller Capital Management first reported a position in EIM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.42M in Q1 2023. 116 funds tracked by Wall St. Rank hold EIM as of Q2 2026.

  • Rockefeller Capital Management held 14,691 shares of Eaton Vance Municipal Bond Fund worth $146K as of Q2 2026.
  • Rockefeller Capital Management sold 9,322 Eaton Vance Municipal Bond Fund shares in Q2 2026, an estimated $91.6K.
  • Eaton Vance Municipal Bond Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2769 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance Municipal Bond Fund in Q1 2022 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Eaton Vance Municipal Bond Fund position peaked at $1.42M in Q1 2023.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q2 2026.

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