Diversified Trust’s Eastern Bankshares EBC Stock Holding History

Diversified Trust’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 Q2	–	Sell	-20,970	Closed	-$344K	–	956
2025 Q1	$344K	Sell	20,970 -1	-0%	-$17	0.01%	695
2024 Q4	$362K	Buy	20,971 +1,272	+6%	+$22.2K	0.01%	686
2024 Q3	$323K	Buy	19,699 +2,204	+13%	+$34.8K	0.01%	709
2024 Q2	$245K	Buy	+17,495	New	+$232K	0.01%	734
2023 Q1	–	Sell	-21,296	Closed	-$367K	–	851
2022 Q4	$367K	Hold	21,296	–	–	0.02%	509
2022 Q3	$418K	Sell	21,296 -5,043	-19%	-$101K	0.02%	450
2022 Q2	$486K	Hold	26,339	–	–	0.02%	392
2022 Q1	$567K	Sell	26,339 -464	-2%	-$9.88K	0.02%	407
2021 Q4	$541K	Buy	26,803 +9,729	+57%	+$202K	0.02%	435
2021 Q3	$347K	Buy	17,074 +5,930	+53%	+$113K	0.01%	532
2021 Q2	$229K	Buy	+11,144	New	+$236K	0.01%	662

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Diversified Trust's EBC Position: Q2 2025 in Review

Diversified Trust sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 20,970 shares — an estimated $344K sold.

Diversified Trust first reported a position in EBC in Q2 2021 and held it in 11 quarters. The position peaked at $567K in Q1 2022. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

Diversified Trust reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
Diversified Trust sold 20,970 Eastern Bankshares shares in Q2 2025, an estimated $344K.
Diversified Trust first reported a position in Eastern Bankshares in Q2 2021 and held it in 11 quarters.
Diversified Trust's Eastern Bankshares position peaked at $567K in Q1 2022.
285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.