HRT Financial’s Eastern Bankshares EBC Stock Holding History

HRT Financial’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	$689K	Buy	+35,246	New	+$703K	﹤0.01%	2298
2024 Q3	–	Sell	-179,620	Closed	-$2.51M	–	2592
2024 Q2	$2.51M	Buy	+179,620	New	+$2.39M	0.01%	649
2023 Q4	–	Sell	-81,912	Closed	-$1.03M	–	2480
2023 Q3	$1.03M	Buy	+81,912	New	+$1.1M	0.01%	957
2023 Q2	–	Sell	-42,912	Closed	-$541K	–	2647
2023 Q1	$541K	Buy	+42,912	New	+$661K	0.01%	1314
2022 Q4	–	Sell	-163,922	Closed	-$3.22M	–	2614
2022 Q3	$3.22M	Buy	163,922 +58,118	+55%	+$1.16M	0.03%	428
2022 Q2	$1.95M	Buy	+105,804	New	+$2.05M	0.02%	583
2022 Q1	–	Sell	-17,593	Closed	-$354K	–	3275
2021 Q4	$354K	Sell	17,593 -151,537	-90%	-$3.15M	﹤0.01%	2143
2021 Q3	$3.43M	Buy	169,130 +40,718	+32%	+$779K	0.02%	456
2021 Q2	$2.64M	Buy	+128,412	New	+$2.72M	0.02%	504

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

HRT Financial's EBC Position: Q1 2026 in Review

HRT Financial opened a new position in Eastern Bankshares (EBC) in Q1 2026: 35,246 shares worth $689K. The stake represents ﹤0.01% of the portfolio and ranks #2298 among its holdings. This is a return to the name: HRT Financial previously reported a position in EBC as recently as Q2 2024.

HRT Financial first reported a position in EBC in Q2 2021 and has held it in 9 quarters since. The position peaked at $3.43M in Q3 2021. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

HRT Financial held 35,246 shares of Eastern Bankshares worth $689K as of Q1 2026.
Eastern Bankshares was a new HRT Financial position in Q1 2026.
Eastern Bankshares made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #2298 holding.
HRT Financial first reported a position in Eastern Bankshares in Q2 2021 and has held it in 9 quarters since.
HRT Financial's Eastern Bankshares position peaked at $3.43M in Q3 2021.
299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.