GC
EBC icon

Guggenheim Capital’s Eastern Bankshares EBC Stock Holding History

Guggenheim Capital’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
-16,243
Closed -$248K – 1604
2025
Q2 		$248K Buy
16,243
+2,323
+17% +$34.9K ﹤0.01% 1449
2025
Q1 		$228K Buy
+13,920
New +$242K ﹤0.01% 1497
2024
Q3 		– Sell
-14,264
Closed -$199K – 1887
2024
Q2 		$199K Sell
14,264
-572
-4% -$7.6K ﹤0.01% 1767
2024
Q1 		$204K Buy
+14,836
New +$202K ﹤0.01% 1789
2022
Q2 		– Sell
-10,384
Closed -$223K – 2078
2022
Q1 		$223K Buy
+10,384
New +$221K ﹤0.01% 2005

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Guggenheim Capital's EBC Position: Q3 2025 in Review

Guggenheim Capital sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 16,243 shares — an estimated $248K sold.

Guggenheim Capital first reported a position in EBC in Q1 2022 and held it in 5 quarters. The position peaked at $248K in Q2 2025. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Guggenheim Capital reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Guggenheim Capital sold 16,243 Eastern Bankshares shares in Q3 2025, an estimated $248K.
  • Guggenheim Capital first reported a position in Eastern Bankshares in Q1 2022 and held it in 5 quarters.
  • Guggenheim Capital's Eastern Bankshares position peaked at $248K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.