Grey Fox Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Grey Fox Wealth Advisors’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	–	Sell	-3,124	Closed	-$56.7K	–	267
2025 Q3	$56.7K	Buy	+3,124	New	+$51.5K	0.01%	246
2023 Q2	–	Sell	-2,924	Closed	-$36.9K	–	219
2023 Q1	$36.9K	Buy	2,924 +24	+0.8%	+$370	0.02%	206
2022 Q4	$50K	Buy	+2,900	New	+$55.5K	0.03%	162

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

Grey Fox Wealth Advisors's EBC Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 3,124 shares — an estimated $56.7K sold.

Grey Fox Wealth Advisors first reported a position in EBC in Q4 2022 and held it in 3 quarters. The position peaked at $56.7K in Q3 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 3,124 Eastern Bankshares shares in Q4 2025, an estimated $56.7K.
Grey Fox Wealth Advisors first reported a position in Eastern Bankshares in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Eastern Bankshares position peaked at $56.7K in Q3 2025.
287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.