Atom Investors’s Eastern Bankshares EBC Stock Holding History

Atom Investors’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	$1.12M	Buy	+57,297	New	+$1.14M	0.08%	341
2024 Q4	–	Sell	-78,319	Closed	-$1.28M	–	526
2024 Q3	$1.28M	Sell	78,319 -262,902	-77%	-$4.16M	0.13%	215
2024 Q2	$4.77M	Buy	341,221 +236,327	+225%	+$3.14M	0.48%	62
2024 Q1	$1.45M	Buy	+104,894	New	+$1.42M	0.18%	172
2023 Q4	–	Sell	-13,369	Closed	-$168K	–	479
2023 Q3	$168K	Buy	+13,369	New	+$180K	0.04%	386
2023 Q2	–	Sell	-64,436	Closed	-$813K	–	319
2023 Q1	$813K	Buy	64,436 +44,559	+224%	+$686K	0.44%	57
2022 Q4	$343K	Buy	+19,877	New	+$380K	0.17%	120
2022 Q3	–	Sell	-55,779	Closed	-$1.03M	–	316
2022 Q2	$1.03M	Buy	+55,779	New	+$1.08M	0.45%	64
2021 Q4	–	Sell	-66,533	Closed	-$1.35M	–	303
2021 Q3	$1.35M	Buy	+66,533	New	+$1.27M	0.11%	100
2021 Q2	–	Sell	-14,815	Closed	-$286K	–	265
2021 Q1	$286K	Buy	+14,815	New	+$258K	0.05%	192

Other funds holding EBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Atom Investors's EBC Position: Q1 2026 in Review

Atom Investors opened a new position in Eastern Bankshares (EBC) in Q1 2026: 57,297 shares worth $1.12M. The stake represents 0.08% of the portfolio and ranks #341 among its holdings. This is a return to the name: Atom Investors previously reported a position in EBC as recently as Q3 2024.

Atom Investors first reported a position in EBC in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.77M in Q2 2024. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Atom Investors held 57,297 shares of Eastern Bankshares worth $1.12M as of Q1 2026.
Eastern Bankshares was a new Atom Investors position in Q1 2026.
Eastern Bankshares made up 0.08% of Atom Investors's portfolio in Q1 2026, its #341 holding.
Atom Investors first reported a position in Eastern Bankshares in Q1 2021 and has held it in 10 quarters since.
Atom Investors's Eastern Bankshares position peaked at $4.77M in Q2 2024.
299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.