Engineers Gate Manager’s Eastern Bankshares EBC Stock Holding History

Engineers Gate Manager’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	-14,179	Closed	-$257K	–	2204
2025 Q3	$257K	Sell	14,179 -5,517	-28%	-$91K	﹤0.01%	1808
2025 Q2	$301K	Buy	+19,696	New	+$296K	﹤0.01%	1727
2023 Q1	–	Sell	-25,601	Closed	-$442K	–	1745
2022 Q4	$442K	Buy	25,601 +7,194	+39%	+$138K	0.03%	973
2022 Q3	$362K	Sell	18,407 -8,544	-32%	-$171K	0.02%	1006
2022 Q2	$498K	Buy	+26,951	New	+$522K	0.02%	1112
2021 Q4	–	Sell	-11,366	Closed	-$231K	–	2073
2021 Q3	$231K	Sell	11,366 -53,995	-83%	-$1.03M	0.01%	1349
2021 Q2	$1.34M	Sell	65,361 -30,221	-32%	-$641K	0.09%	311
2021 Q1	$1.84M	Buy	95,582 +83,382	+683%	+$1.45M	0.09%	296
2020 Q4	$199K	Buy	+12,200	New	+$173K	0.01%	1503

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

Engineers Gate Manager's EBC Position: Q4 2025 in Review

Engineers Gate Manager sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 14,179 shares — an estimated $257K sold.

Engineers Gate Manager first reported a position in EBC in Q4 2020 and held it in 9 quarters. The position peaked at $1.84M in Q1 2021. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

Engineers Gate Manager reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
Engineers Gate Manager sold 14,179 Eastern Bankshares shares in Q4 2025, an estimated $257K.
Engineers Gate Manager first reported a position in Eastern Bankshares in Q4 2020 and held it in 9 quarters.
Engineers Gate Manager's Eastern Bankshares position peaked at $1.84M in Q1 2021.
287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Engineers Gate Manager's 13F filing for Q4 2025, filed 17 Feb 2026.