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Martingale Asset Management’s Eastern Bankshares EBC Stock Holding History

Martingale Asset 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
Q3 		– Sell
-11,516
Closed -$176K – 777
2025
Q2 		$176K Buy
+11,516
New +$173K ﹤0.01% 763
2021
Q3 		– Sell
-15,108
Closed -$311K – 870
2021
Q2 		$311K Buy
+15,108
New +$320K ﹤0.01% 712

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Martingale Asset Management's EBC Position: Q3 2025 in Review

Martingale Asset Management sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 11,516 shares — an estimated $176K sold.

Martingale Asset Management first reported a position in EBC in Q2 2021 and held it in 2 quarters. The position peaked at $311K in Q2 2021. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Martingale Asset Management reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Martingale Asset Management sold 11,516 Eastern Bankshares shares in Q3 2025, an estimated $176K.
  • Martingale Asset Management first reported a position in Eastern Bankshares in Q2 2021 and held it in 2 quarters.
  • Martingale Asset Management's Eastern Bankshares position peaked at $311K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Martingale Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.