Kovitz Investment Group Partners
EBC icon

Kovitz Investment Group Partners’s Eastern Bankshares EBC Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-202,719
Closed -$3.68M – 685
2025
Q3 		$3.68M Buy
202,719
+102
+0.1% +$1.68K 0.01% 520
2025
Q2 		$3.09M Sell
202,617
-2,540
-1% -$38.1K 0.01% 531
2025
Q1 		$3.36M Sell
205,157
-928
-0.5% -$16.2K 0.02% 479
2024
Q4 		$3.55M Sell
206,085
-1,631
-0.8% -$28.5K 0.02% 470
2024
Q3 		$3.4M Buy
+207,716
New +$3.28M 0.02% 403

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Kovitz Investment Group Partners's EBC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 202,719 shares — an estimated $3.68M sold.

Kovitz Investment Group Partners first reported a position in EBC in Q3 2024 and held it in 5 quarters. The position peaked at $3.68M in Q3 2025. 288 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 202,719 Eastern Bankshares shares in Q4 2025, an estimated $3.68M.
  • Kovitz Investment Group Partners first reported a position in Eastern Bankshares in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Eastern Bankshares position peaked at $3.68M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.