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
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

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Rockefeller Capital Management increased its HBT Financial (HBT) stake by 0.77% in Q1 2026, buying an estimated $218 and bringing the position to 1,043 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Rockefeller Capital Management first reported a position in HBT in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • Rockefeller Capital Management held 1,043 shares of HBT Financial worth $27.9K as of Q1 2026.
  • Rockefeller Capital Management bought 8 HBT Financial shares in Q1 2026, an estimated $218.
  • HBT Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3564 holding.
  • Rockefeller Capital Management first reported a position in HBT Financial in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

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