Homestead Advisers’s Eastern Bankshares EBC Stock Holding History

Homestead Advisers’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	$1.31M	Hold	66,800	–	–	0.04%	100
2025 Q4	$1.23M	Buy	+66,800	New	+$1.22M	0.03%	103
2023 Q3	–	Sell	-195,300	Closed	-$2.4M	–	132
2023 Q2	$2.4M	Buy	195,300 +18,600	+11%	+$220K	0.06%	90
2023 Q1	$2.23M	Sell	176,700 -158,600	-47%	-$2.44M	0.06%	93
2022 Q4	$5.78M	Hold	335,300	–	–	0.15%	57
2022 Q3	$6.58M	Sell	335,300 -30,600	-8%	-$612K	0.2%	57
2022 Q2	$6.75M	Hold	365,900	–	–	0.19%	56
2022 Q1	$7.88M	Hold	365,900	–	–	0.19%	56
2021 Q4	$7.38M	Hold	365,900	–	–	0.17%	63
2021 Q3	$7.43M	Buy	365,900 +138,700	+61%	+$2.65M	0.18%	61
2021 Q2	$4.67M	Buy	227,200 +46,000	+25%	+$975K	0.11%	82
2021 Q1	$3.5M	Buy	181,200 +116,000	+178%	+$2.02M	0.08%	89
2020 Q4	$1.06M	Buy	+65,200	New	+$926K	0.03%	104

Other funds holding EBC

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Homestead Advisers's EBC Position: Q1 2026 in Review

Homestead Advisers held its Eastern Bankshares (EBC) position steady in Q1 2026 at 66,800 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #100.

Homestead Advisers first reported a position in EBC in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.88M in Q1 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Homestead Advisers held 66,800 shares of Eastern Bankshares worth $1.31M as of Q1 2026.
Homestead Advisers left its Eastern Bankshares share count unchanged in Q1 2026.
Eastern Bankshares made up 0.04% of Homestead Advisers's portfolio in Q1 2026, its #100 holding.
Homestead Advisers first reported a position in Eastern Bankshares in Q4 2020 and has held it in 13 quarters since.
Homestead Advisers's Eastern Bankshares position peaked at $7.88M in Q1 2022.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Homestead Advisers's 13F filing for Q1 2026, filed 8 May 2026.