HSBC Holdings’s Eastern Bankshares EBC Stock Holding History

HSBC Holdings’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	–	Sell	-142,975	Closed	-$2.63M	–	2997
2025 Q4	$2.63M	Buy	+142,975	New	+$2.62M	﹤0.01%	1461
2025 Q3	–	Sell	-19,123	Closed	-$293K	–	2801
2025 Q2	$293K	Sell	19,123 -3,264	-15%	-$49K	﹤0.01%	2460
2025 Q1	$366K	Sell	22,387 -85,667	-79%	-$1.49M	﹤0.01%	2254
2024 Q4	$1.86M	Buy	108,054 +83,629	+342%	+$1.46M	﹤0.01%	1508
2024 Q3	$403K	Buy	24,425 +6,902	+39%	+$109K	﹤0.01%	2131
2024 Q2	$243K	Sell	17,523 -4,583	-21%	-$60.9K	﹤0.01%	2435
2024 Q1	$304K	Buy	+22,106	New	+$300K	﹤0.01%	2433
2022 Q2	–	Sell	-13,971	Closed	-$303K	–	3290
2022 Q1	$303K	Buy	13,971 +97	+0.7%	+$2.07K	﹤0.01%	2743
2021 Q4	$280K	Buy	+13,874	New	+$288K	﹤0.01%	2829

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 $167B AUM 44.17% 1-Year Est. Return

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

HSBC Holdings's EBC Position: Q1 2026 in Review

HSBC Holdings sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 142,975 shares — an estimated $2.63M sold.

HSBC Holdings first reported a position in EBC in Q4 2021 and held it in 9 quarters. The position peaked at $2.63M in Q4 2025. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

HSBC Holdings reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
HSBC Holdings sold 142,975 Eastern Bankshares shares in Q1 2026, an estimated $2.63M.
HSBC Holdings first reported a position in Eastern Bankshares in Q4 2021 and held it in 9 quarters.
HSBC Holdings's Eastern Bankshares position peaked at $2.63M in Q4 2025.
299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.