Edgestream Partners’s Eastern Bankshares EBC Stock Holding History

Edgestream Partners’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	-216,307	Closed	-$3.93M	–	991
2025 Q3	$3.93M	Sell	216,307 -640,512	-75%	-$10.6M	0.11%	334
2025 Q2	$13.1M	Buy	856,819 +703,237	+458%	+$10.6M	0.36%	24
2025 Q1	$2.52M	Buy	153,582 +91,777	+148%	+$1.6M	0.09%	425
2024 Q4	$1.07M	Sell	61,805 -265,609	-81%	-$4.64M	0.05%	555
2024 Q3	$5.37M	Buy	327,414 +277,767	+559%	+$4.39M	0.24%	119
2024 Q2	$694K	Buy	49,647 +33,151	+201%	+$440K	0.03%	610
2024 Q1	$227K	Sell	16,496 -90,348	-85%	-$1.23M	0.01%	769
2023 Q4	$1.52M	Buy	+106,844	New	+$1.33M	0.11%	310
2023 Q3	–	Sell	-45,750	Closed	-$561K	–	849
2023 Q2	$561K	Buy	+45,750	New	+$542K	0.05%	503

Other funds holding EBC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Edgestream Partners's EBC Position: Q4 2025 in Review

Edgestream Partners sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 216,307 shares — an estimated $3.93M sold.

Edgestream Partners first reported a position in EBC in Q2 2023 and held it in 9 quarters. The position peaked at $13.1M in Q2 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

Edgestream Partners reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
Edgestream Partners sold 216,307 Eastern Bankshares shares in Q4 2025, an estimated $3.93M.
Edgestream Partners first reported a position in Eastern Bankshares in Q2 2023 and held it in 9 quarters.
Edgestream Partners's Eastern Bankshares position peaked at $13.1M in Q2 2025.
287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.