Jacobs Levy Equity Management’s Eastern Bankshares EBC Stock Holding History

Jacobs Levy Equity 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
2025 Q2	–	Sell	-30,548	Closed	-$501K	–	1073
2025 Q1	$501K	Sell	30,548 -2,574	-8%	-$44.8K	﹤0.01%	919
2024 Q4	$571K	Sell	33,122 -99,489	-75%	-$1.74M	﹤0.01%	797
2024 Q3	$2.17M	Hold	132,611	–	–	0.01%	587
2024 Q2	$1.85M	Sell	132,611 -97,849	-42%	-$1.3M	0.01%	615
2024 Q1	$3.18M	Sell	230,460 -2,491	-1%	-$33.8K	0.01%	513
2023 Q4	$3.31M	Buy	232,951 +170,095	+271%	+$2.12M	0.02%	510
2023 Q3	$788K	Sell	62,856 -591	-0.9%	-$7.95K	﹤0.01%	711
2023 Q2	$778K	Buy	+63,447	New	+$751K	﹤0.01%	743

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Jacobs Levy Equity Management's EBC Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 30,548 shares — an estimated $501K sold.

Jacobs Levy Equity Management first reported a position in EBC in Q2 2023 and held it in 8 quarters. The position peaked at $3.31M in Q4 2023. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

Jacobs Levy Equity Management reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
Jacobs Levy Equity Management sold 30,548 Eastern Bankshares shares in Q2 2025, an estimated $501K.
Jacobs Levy Equity Management first reported a position in Eastern Bankshares in Q2 2023 and held it in 8 quarters.
Jacobs Levy Equity Management's Eastern Bankshares position peaked at $3.31M in Q4 2023.
285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.