Freestone Grove Partners’s Eastern Bankshares EBC Stock Holding History

Freestone Grove Partners’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 Q2	$11M	Buy	496,320 +41,052	+9%	+$833K	0.07%	277
2026 Q1	$8.91M	Sell	455,268 -405,654	-47%	-$8.09M	0.06%	290
2025 Q4	$15.9M	Buy	+860,922	New	+$15.8M	0.11%	236
2025 Q3	–	Sell	-18,045	Closed	-$276K	–	753
2025 Q2	$276K	Buy	+18,045	New	+$271K	﹤0.01%	598

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Freestone Grove Partners's EBC Position: Q2 2026 in Review

Freestone Grove Partners increased its Eastern Bankshares (EBC) stake by 9% in Q2 2026, buying an estimated $833K and bringing the position to 496,320 shares worth $11M. The position accounts for 0.07% of the portfolio, ranked #277.

Freestone Grove Partners first reported a position in EBC in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.9M in Q4 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Freestone Grove Partners held 496,320 shares of Eastern Bankshares worth $11M as of Q2 2026.
Freestone Grove Partners bought 41,052 Eastern Bankshares shares in Q2 2026, an estimated $833K.
Eastern Bankshares made up 0.07% of Freestone Grove Partners's portfolio in Q2 2026, its #277 holding.
Freestone Grove Partners first reported a position in Eastern Bankshares in Q2 2025 and has held it in 4 quarters since.
Freestone Grove Partners's Eastern Bankshares position peaked at $15.9M in Q4 2025.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.