John Overdeck’s Eastern Bankshares EBC Stock Holding History

John Overdeck’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 Q2	–	Sell	-32,324	Closed	-$632K	–	5141
2026 Q1	$632K	Buy	32,324 +3,700	+13%	+$73.8K	﹤0.01%	3568
2025 Q4	$528K	Hold	28,624	–	–	﹤0.01%	3275
2025 Q3	$520K	Sell	28,624 -500	-2%	-$8.25K	﹤0.01%	2962
2025 Q2	$445K	Buy	+29,124	New	+$437K	﹤0.01%	2638
2024 Q4	–	Sell	-47,311	Closed	-$775K	–	3272
2024 Q3	$775K	Sell	47,311 -76,222	-62%	-$1.21M	﹤0.01%	2257
2024 Q2	$1.73M	Buy	123,533 +40,574	+49%	+$539K	﹤0.01%	1642
2024 Q1	$1.14M	Hold	82,959	–	–	﹤0.01%	1870
2023 Q4	$1.18M	Buy	82,959 +21,254	+34%	+$265K	﹤0.01%	1981
2023 Q3	$774K	Sell	61,705 -100,115	-62%	-$1.35M	﹤0.01%	2070
2023 Q2	$1.99M	Buy	161,820 +140,720	+667%	+$1.67M	0.01%	1444
2023 Q1	$266K	Buy	+21,100	New	+$325K	﹤0.01%	2471

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

John Overdeck's EBC Position: Q2 2026 in Review

John Overdeck sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 32,324 shares — an estimated $632K sold.

John Overdeck first reported a position in EBC in Q1 2023 and held it in 11 quarters. The position peaked at $1.99M in Q2 2023. 325 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

John Overdeck reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 32,324 Eastern Bankshares shares in Q2 2026, an estimated $632K.
John Overdeck first reported a position in Eastern Bankshares in Q1 2023 and held it in 11 quarters.
John Overdeck's Eastern Bankshares position peaked at $1.99M in Q2 2023.
325 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.