FJ Capital Management’s Eastern Bankshares EBC Stock Holding History

FJ 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
2026 Q1	$34.1M	Buy	1,741,864 +815,023	+88%	+$16.3M	3.84%	7
2025 Q4	$17.1M	Sell	926,841 -49,501	-5%	-$906K	1.89%	16
2025 Q3	$17.7M	Buy	+976,342	New	+$16.1M	1.89%	14
2024 Q4	–	Sell	-440,186	Closed	-$7.21M	–	124
2024 Q3	$7.21M	Sell	440,186 -1,536,155	-78%	-$24.3M	0.76%	38
2024 Q2	$27.6M	Buy	1,976,341 +150,318	+8%	+$2M	2.89%	12
2024 Q1	$25.2M	Buy	1,826,023 +1,385,837	+315%	+$18.8M	2.56%	18
2023 Q4	$6.25M	Sell	440,186 -687,444	-61%	-$8.59M	0.63%	37
2023 Q3	$14.1M	Buy	1,127,630 +687,444	+156%	+$9.25M	1.6%	26
2023 Q2	$5.4M	Sell	440,186 -797,088	-64%	-$9.44M	0.69%	44
2023 Q1	$15.6M	Sell	1,237,274 -331,169	-21%	-$5.1M	1.93%	20
2022 Q4	$27.1M	Sell	1,568,443 -300,557	-16%	-$5.75M	3.24%	11
2022 Q3	$36.7M	Sell	1,869,000 -73,000	-4%	-$1.46M	4.43%	1
2022 Q2	$35.9M	Sell	1,942,000 -816,973	-30%	-$15.8M	3.57%	5
2022 Q1	$59.4M	Sell	2,758,973 -40,027	-1%	-$852K	5.1%	2
2021 Q4	$56.5M	Sell	2,799,000 -42,000	-1%	-$872K	4.74%	3
2021 Q3	$57.7M	Buy	2,841,000 +42,000	+2%	+$804K	4.99%	2
2021 Q2	$57.6M	Sell	2,799,000 -1,064,700	-28%	-$22.6M	4.82%	2
2021 Q1	$74.5M	Buy	3,863,700 +594,700	+18%	+$10.3M	6.21%	2
2020 Q4	$53.3M	Buy	+3,269,000	New	+$46.4M	5.94%	3

Other funds holding EBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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