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HoldCo Asset Management’s Eastern Bankshares EBC Stock Holding History

HoldCo Asset 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 		$144M Hold
7,382,772
– – 10.75% 5
2025
Q4 		$136M Buy
7,382,772
+974,000
+15% +$17.8M 10.24% 6
2025
Q3 		$116M Buy
6,408,772
+1,200,272
+23% +$19.8M 12.28% 4
2025
Q2 		$79.5M Buy
+5,208,500
New +$78.2M 12.45% 5

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HoldCo Asset Management's EBC Position: Q1 2026 in Review

HoldCo Asset Management held its Eastern Bankshares (EBC) position steady in Q1 2026 at 7,382,772 shares worth $144M. The position accounts for 10.75% of the portfolio, ranked #5.

HoldCo Asset Management first reported a position in EBC in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • HoldCo Asset Management held 7,382,772 shares of Eastern Bankshares worth $144M as of Q1 2026.
  • HoldCo Asset Management left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up 10.75% of HoldCo Asset Management's portfolio in Q1 2026, its #5 holding.
  • HoldCo Asset Management first reported a position in Eastern Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on HoldCo Asset Management's 13F filing for Q1 2026, filed 15 May 2026.