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Bluefin Capital Management’s Eastern Bankshares EBC Stock Holding History

Bluefin 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
2025
Q4 		– Sell
-14,193
Closed -$258K – 198
2025
Q3 		$258K Hold
14,193
– – 0.08% 47
2025
Q2 		$217K Buy
+14,193
New +$213K 0.16% 84

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bluefin Capital Management's EBC Position: Q4 2025 in Review

Bluefin Capital Management sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 14,193 shares — an estimated $258K sold.

Bluefin Capital Management first reported a position in EBC in Q2 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 288 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • Bluefin Capital Management reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • Bluefin Capital Management sold 14,193 Eastern Bankshares shares in Q4 2025, an estimated $258K.
  • Bluefin Capital Management first reported a position in Eastern Bankshares in Q2 2025 and held it in 2 quarters.
  • Bluefin Capital Management's Eastern Bankshares position peaked at $258K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Bluefin Capital Management's 13F filing for Q4 2025, filed 29 Apr 2026.