Enterprise Bank & Trust’s Eastern Bankshares EBC Stock Holding History

Enterprise Bank & 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	$174K	Sell	11,418 -12,816	-53%	-$192K	0.07%	134
2025 Q1	$397K	Hold	24,234	–	–	0.15%	92
2024 Q4	$418K	Buy	24,234 +800	+3%	+$14K	0.14%	90
2024 Q3	$384K	Buy	+23,434	New	+$371K	0.12%	89
2024 Q2	–	Sell	-55,159	Closed	-$760K	–	124
2024 Q1	$760K	Hold	55,159	–	–	0.26%	64
2023 Q4	$783K	Hold	55,159	–	–	0.28%	63
2023 Q3	$692K	Hold	55,159	–	–	0.29%	60
2023 Q2	$677K	Buy	+55,159	New	+$653K	0.26%	67

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

Enterprise Bank & Trust's EBC Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its Eastern Bankshares (EBC) stake by 53% in Q2 2025, selling an estimated $192K and leaving 11,418 shares worth $174K. The position accounts for 0.07% of the portfolio, ranked #134.

Enterprise Bank & Trust first reported a position in EBC in Q2 2023 and has held it in 8 quarters since. The position peaked at $783K in Q4 2023. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

Enterprise Bank & Trust held 11,418 shares of Eastern Bankshares worth $174K as of Q2 2025.
Enterprise Bank & Trust sold 12,816 Eastern Bankshares shares in Q2 2025, an estimated $192K.
Eastern Bankshares made up 0.07% of Enterprise Bank & Trust's portfolio in Q2 2025, its #134 holding.
Enterprise Bank & Trust first reported a position in Eastern Bankshares in Q2 2023 and has held it in 8 quarters since.
Enterprise Bank & Trust's Eastern Bankshares position peaked at $783K in Q4 2023.
285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.