FineMark National Bank & Trust’s Eastern Bankshares EBC Stock Holding History

FineMark National 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 Q4	$184K	Hold	10,000	–	–	0.01%	433
2025 Q3	$182K	Hold	10,000	–	–	0.01%	434
2025 Q2	$153K	Hold	10,000	–	–	0.01%	436
2025 Q1	$164K	Hold	10,000	–	–	0.01%	427
2024 Q4	$173K	Hold	10,000	–	–	0.01%	418
2024 Q3	$164K	Hold	10,000	–	–	0.01%	415
2024 Q2	$140K	Hold	10,000	–	–	0.01%	410
2024 Q1	$138K	Hold	10,000	–	–	0.01%	413
2023 Q4	$142K	Hold	10,000	–	–	0.01%	393
2023 Q3	$125K	Sell	10,000 -32	-0.3%	-$430	0.01%	393
2023 Q2	$123K	Hold	10,032	–	–	0.01%	407
2023 Q1	$127K	Buy	10,032 +32	+0.3%	+$493	0.01%	400
2022 Q4	$173K	Hold	10,000	–	–	0.01%	387
2022 Q3	$196K	Hold	10,000	–	–	0.01%	370
2022 Q2	$185K	Hold	10,000	–	–	0.01%	399
2022 Q1	$215K	Hold	10,000	–	–	0.01%	419
2021 Q4	$202K	Hold	10,000	–	–	0.01%	442
2021 Q3	$203K	Hold	10,000	–	–	0.01%	423
2021 Q2	$206K	Hold	10,000	–	–	0.01%	427
2021 Q1	$193K	Hold	10,000	–	–	0.01%	423
2020 Q4	$163K	Buy	+10,000	New	+$142K	0.01%	406

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

FineMark National Bank & Trust's EBC Position: Q4 2025 in Review

FineMark National Bank & Trust held its Eastern Bankshares (EBC) position steady in Q4 2025 at 10,000 shares worth $184K. The position accounts for 0.01% of the portfolio, ranked #433.

FineMark National Bank & Trust first reported a position in EBC in Q4 2020 and has held it in 21 quarters since. The position peaked at $215K in Q1 2022. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

FineMark National Bank & Trust held 10,000 shares of Eastern Bankshares worth $184K as of Q4 2025.
FineMark National Bank & Trust left its Eastern Bankshares share count unchanged in Q4 2025.
Eastern Bankshares made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #433 holding.
FineMark National Bank & Trust first reported a position in Eastern Bankshares in Q4 2020 and has held it in 21 quarters since.
FineMark National Bank & Trust's Eastern Bankshares position peaked at $215K in Q1 2022.
287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.