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CIBC World Markets’s Eastern Bankshares EBC Stock Holding History

CIBC World Markets’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 		$270K Buy
+14,663
New +$268K ﹤0.01% 1000
2025
Q2 		$370K Sell
24,243
-18,577
-43% -$279K ﹤0.01% 996
2025
Q1 		$702K Buy
42,820
+24,760
+137% +$431K 0.01% 835
2024
Q4 		$312K Buy
+18,060
New +$315K ﹤0.01% 922

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CIBC World Markets's EBC Position: Q4 2025 in Review

CIBC World Markets opened a new position in Eastern Bankshares (EBC) in Q4 2025: 14,663 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in EBC as recently as Q2 2025.

CIBC World Markets first reported a position in EBC in Q4 2024 and has held it in 4 quarters since. The position peaked at $702K in Q1 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • CIBC World Markets held 14,663 shares of Eastern Bankshares worth $270K as of Q4 2025.
  • Eastern Bankshares was a new CIBC World Markets position in Q4 2025.
  • Eastern Bankshares made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1000 holding.
  • CIBC World Markets first reported a position in Eastern Bankshares in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Eastern Bankshares position peaked at $702K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.