Curi RMB Capital’s Eastern Bankshares EBC Stock Holding History

Curi RMB 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	$2.62M	Buy	+117,769	New	+$2.39M	0.04%	313
2021 Q3	–	Sell	-125,000	Closed	-$2.57M	–	447
2021 Q2	$2.57M	Hold	125,000	–	–	0.09%	185
2021 Q1	$2.41M	Sell	125,000 -25,000	-17%	-$435K	0.09%	174
2020 Q4	$2.45M	Buy	+150,000	New	+$2.13M	0.09%	186

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 $3.38T AUM 44.17% 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

Curi RMB Capital's EBC Position: Q2 2026 in Review

Curi RMB Capital opened a new position in Eastern Bankshares (EBC) in Q2 2026: 117,769 shares worth $2.62M. The stake represents 0.04% of the portfolio and ranks #313 among its holdings. This is a return to the name: Curi RMB Capital previously reported a position in EBC as recently as Q2 2021.

Curi RMB Capital first reported a position in EBC in Q4 2020 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Curi RMB Capital held 117,769 shares of Eastern Bankshares worth $2.62M as of Q2 2026.
Eastern Bankshares was a new Curi RMB Capital position in Q2 2026.
Eastern Bankshares made up 0.04% of Curi RMB Capital's portfolio in Q2 2026, its #313 holding.
Curi RMB Capital first reported a position in Eastern Bankshares in Q4 2020 and has held it in 4 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.