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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial's EBC Position: Q1 2026 in Review

Mackenzie Financial sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 13,882 shares — an estimated $257K sold.

Mackenzie Financial first reported a position in EBC in Q3 2021 and held it in 11 quarters. The position peaked at $257K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Mackenzie Financial reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
Mackenzie Financial sold 13,882 Eastern Bankshares shares in Q1 2026, an estimated $257K.
Mackenzie Financial first reported a position in Eastern Bankshares in Q3 2021 and held it in 11 quarters.
Mackenzie Financial's Eastern Bankshares position peaked at $257K in Q4 2025.
300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.