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Mackenzie Financial’s
Eastern Bankshares
EBC
Stock Holding History
Mackenzie 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
–
Sell
-13,882
Closed
-$257K
–
1514
2025
Q4
$257K
Buy
13,882
+1,714
+14%
+$31.4K
﹤0.01%
1440
2025
Q3
$221K
Hold
12,168
–
–
﹤0.01%
1522
2025
Q2
$186K
Hold
12,168
–
–
﹤0.01%
1568
2025
Q1
$200K
Hold
12,168
–
–
﹤0.01%
1528
2024
Q4
$210K
Hold
12,168
–
–
﹤0.01%
1548
2024
Q3
$199K
Buy
+12,168
New
+$192K
﹤0.01%
1394
2024
Q1
–
Sell
-11,573
Closed
-$164K
–
1550
2023
Q4
$164K
Buy
+11,573
New
+$145K
﹤0.01%
1363
2022
Q4
–
Sell
-10,478
Closed
-$206K
–
1477
2022
Q3
$206K
Sell
10,478
-503
-5%
-$10.1K
﹤0.01%
1237
2022
Q2
$203K
Buy
10,981
+1,204
+12%
+$23.3K
﹤0.01%
1282
2022
Q1
$211K
Buy
+9,777
New
+$208K
﹤0.01%
1276
2021
Q4
–
Sell
-11,168
Closed
-$227K
–
1452
2021
Q3
$227K
Buy
+11,168
New
+$214K
﹤0.01%
1261
Other funds holding EBC
BlackRock
New York
$5.7T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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