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Fourthstone LLC’s Eastern Bankshares EBC Stock Holding History

Fourthstone LLC’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
Q3 		– Sell
-84,700
Closed -$1.29M – 91
2025
Q2 		$1.29M Buy
+84,700
New +$1.27M 0.25% 60

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fourthstone LLC's EBC Position: Q3 2025 in Review

Fourthstone LLC sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 84,700 shares — an estimated $1.29M sold.

Fourthstone LLC first reported a position in EBC in Q2 2025 and held it in 1 quarter. The position peaked at $1.29M in Q2 2025. 268 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Fourthstone LLC reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Fourthstone LLC sold 84,700 Eastern Bankshares shares in Q3 2025, an estimated $1.29M.
  • Fourthstone LLC first reported a position in Eastern Bankshares in Q2 2025 and held it in 1 quarter.
  • Fourthstone LLC's Eastern Bankshares position peaked at $1.29M in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Fourthstone LLC's 13F filing for Q3 2025, filed 14 Nov 2025.