Rockefeller Capital Management
HBT icon

Rockefeller Capital Management’s HBT Financial HBT Stock Holding History

Rockefeller Capital Management’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.7K Buy
1,051
+8
+0.8% +$230 ﹤0.01% 3537
2026
Q1 		$27.9K Buy
1,043
+8
+0.8% +$218 ﹤0.01% 3564
2025
Q4 		$26.8K Buy
1,035
+9
+0.9% +$222 ﹤0.01% 3370
2025
Q3 		$25.9K Buy
+1,026
New +$26.3K ﹤0.01% 3223

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Manulife (Manufacturers Life Insurance)
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Adage Capital Partners
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Rockefeller Capital Management increased its HBT Financial (HBT) stake by 0.77% in Q2 2026, buying an estimated $230 and bringing the position to 1,051 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Rockefeller Capital Management first reported a position in HBT in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • Rockefeller Capital Management held 1,051 shares of HBT Financial worth $33.7K as of Q2 2026.
  • Rockefeller Capital Management bought 8 HBT Financial shares in Q2 2026, an estimated $230.
  • HBT Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3537 holding.
  • Rockefeller Capital Management first reported a position in HBT Financial in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

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