Fidelity Investments
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Fidelity Investments’s Eastern Bankshares EBC Stock Holding History

Fidelity Investments’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
2026
Q1 		$290M Sell
14,817,500
-2,790,592
-16% -$55.7M 0.02% 700
2025
Q4 		$325M Sell
17,608,092
-1,403,302
-7% -$25.7M 0.02% 671
2025
Q3 		$345M Buy
19,011,394
+2,123,460
+13% +$35M 0.02% 641
2025
Q2 		$258M Sell
16,887,934
-1,178,494
-7% -$17.7M 0.01% 726
2025
Q1 		$296M Sell
18,066,428
-719,909
-4% -$12.5M 0.02% 658
2024
Q4 		$324M Buy
18,786,337
+355,262
+2% +$6.2M 0.02% 633
2024
Q3 		$302M Buy
18,431,075
+4,913,376
+36% +$77.7M 0.02% 663
2024
Q2 		$189M Buy
13,517,699
+1,413,099
+12% +$18.8M 0.01% 800
2024
Q1 		$167M Buy
12,104,600
+1,080,646
+10% +$14.7M 0.01% 860
2023
Q4 		$157M Buy
11,023,954
+1,097,788
+11% +$13.7M 0.01% 845
2023
Q3 		$124M Buy
9,926,166
+1,979,113
+25% +$26.6M 0.01% 881
2023
Q2 		$97.5M Buy
7,947,053
+717,018
+10% +$8.49M 0.01% 1001
2023
Q1 		$91.2M Buy
7,230,035
+907,384
+14% +$14M 0.01% 1014
2022
Q4 		$109M Sell
6,322,651
-25,532
-0.4% -$488K 0.01% 939
2022
Q3 		$125M Sell
6,348,183
-7,767
-0.1% -$155K 0.01% 878
2022
Q2 		$117M Buy
6,355,950
+493,766
+8% +$9.57M 0.01% 909
2022
Q1 		$126M Buy
5,862,184
+1,361,509
+30% +$29M 0.01% 976
2021
Q4 		$90.8M Buy
4,500,675
+1,037,752
+30% +$21.5M 0.01% 1141
2021
Q3 		$70.3M Sell
3,462,923
-7,546
-0.2% -$144K 0.01% 1265
2021
Q2 		$71.4M Buy
3,470,469
+402,405
+13% +$8.53M 0.01% 1269
2021
Q1 		$59.2M Buy
3,068,064
+340,299
+12% +$5.92M 0.01% 1314
2020
Q4 		$44.5M Buy
+2,727,765
New +$38.7M ﹤0.01% 1368

Other funds holding EBC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments's EBC Position: Q1 2026 in Review

Fidelity Investments reduced its Eastern Bankshares (EBC) stake by 16% in Q1 2026, selling an estimated $55.7M and leaving 14,817,500 shares worth $290M. The position accounts for 0.02% of the portfolio, ranked #700.

Fidelity Investments first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $345M in Q3 2025. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Fidelity Investments held 14,817,500 shares of Eastern Bankshares worth $290M as of Q1 2026.
  • Fidelity Investments sold 2,790,592 Eastern Bankshares shares in Q1 2026, an estimated $55.7M.
  • Eastern Bankshares made up 0.02% of Fidelity Investments's portfolio in Q1 2026, its #700 holding.
  • Fidelity Investments first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • Fidelity Investments's Eastern Bankshares position peaked at $345M in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.