NICM
EBC icon

Neo Ivy Capital Management’s Eastern Bankshares EBC Stock Holding History

Neo Ivy Capital 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
Q4 		– Sell
-24,976
Closed -$453K – 396
2025
Q3 		$453K Buy
+24,976
New +$412K 0.11% 241

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Neo Ivy Capital Management's EBC Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 24,976 shares — an estimated $453K sold.

Neo Ivy Capital Management first reported a position in EBC in Q3 2025 and held it in 1 quarter. The position peaked at $453K in Q3 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • Neo Ivy Capital Management reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 24,976 Eastern Bankshares shares in Q4 2025, an estimated $453K.
  • Neo Ivy Capital Management first reported a position in Eastern Bankshares in Q3 2025 and held it in 1 quarter.
  • Neo Ivy Capital Management's Eastern Bankshares position peaked at $453K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.