Caldwell Sutter Capital’s Eastern Bankshares EBC Stock Holding History

Caldwell Sutter Capital’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 Q2	$183K	Hold	8,232	–	–	0.07%	235
2026 Q1	$161K	Hold	8,232	–	–	0.07%	238
2025 Q4	$152K	Sell	8,232 -2,668	-24%	-$48.8K	0.06%	245
2025 Q3	$198K	Hold	10,900	–	–	0.08%	210
2025 Q2	$166K	Hold	10,900	–	–	0.08%	228
2025 Q1	$179K	Hold	10,900	–	–	0.09%	213
2024 Q4	$188K	Sell	10,900 -2,000	-16%	-$34.9K	0.09%	209
2024 Q3	$211K	Sell	12,900 -600	-4%	-$9.49K	0.1%	201
2024 Q2	$189K	Hold	13,500	–	–	0.09%	205
2024 Q1	$186K	Hold	13,500	–	–	0.09%	211
2023 Q4	$192K	Hold	13,500	–	–	0.1%	196
2023 Q3	$169K	Hold	13,500	–	–	0.09%	197
2023 Q2	$166K	Hold	13,500	–	–	0.09%	199
2023 Q1	$170K	Hold	13,500	–	–	0.12%	146
2022 Q4	$233K	Buy	+13,500	New	+$258K	0.21%	94

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Caldwell Sutter Capital's EBC Position: Q2 2026 in Review

Caldwell Sutter Capital held its Eastern Bankshares (EBC) position steady in Q2 2026 at 8,232 shares worth $183K. The position accounts for 0.07% of the portfolio, ranked #235.

Caldwell Sutter Capital first reported a position in EBC in Q4 2022 and has held it in 15 quarters since. The position peaked at $233K in Q4 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Caldwell Sutter Capital held 8,232 shares of Eastern Bankshares worth $183K as of Q2 2026.
Caldwell Sutter Capital left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.07% of Caldwell Sutter Capital's portfolio in Q2 2026, its #235 holding.
Caldwell Sutter Capital first reported a position in Eastern Bankshares in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Eastern Bankshares position peaked at $233K in Q4 2022.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.