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Evergreen Capital Management’s Eastern Bankshares EBC Stock Holding History

Evergreen Capital Management’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
-10,151
Closed -$166K – 1167
2025
Q1 		$166K Buy
+10,151
New +$177K 0.01% 1027

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Evergreen Capital Management's EBC Position: Q2 2025 in Review

Evergreen Capital Management sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 10,151 shares — an estimated $166K sold.

Evergreen Capital Management first reported a position in EBC in Q1 2025 and held it in 1 quarter. The position peaked at $166K in Q1 2025. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • Evergreen Capital Management reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 10,151 Eastern Bankshares shares in Q2 2025, an estimated $166K.
  • Evergreen Capital Management first reported a position in Eastern Bankshares in Q1 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Eastern Bankshares position peaked at $166K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.