North Reef Capital Management’s Eastern Bankshares EBC Stock Holding History

North Reef 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
2026 Q1	–	Sell	-796,451	Closed	-$14.7M	–	63
2025 Q4	$14.7M	Buy	+796,451	New	+$14.6M	0.59%	31
2025 Q2	–	Sell	-100,000	Closed	-$1.64M	–	46
2025 Q1	$1.64M	Buy	+100,000	New	+$1.74M	0.07%	42

Other funds holding EBC

BlackRock New York $5.72T 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

North Reef Capital Management's EBC Position: Q1 2026 in Review

North Reef Capital Management sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 796,451 shares — an estimated $14.7M sold.

North Reef Capital Management first reported a position in EBC in Q1 2025 and held it in 2 quarters. The position peaked at $14.7M in Q4 2025. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

North Reef Capital Management reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
North Reef Capital Management sold 796,451 Eastern Bankshares shares in Q1 2026, an estimated $14.7M.
North Reef Capital Management first reported a position in Eastern Bankshares in Q1 2025 and held it in 2 quarters.
North Reef Capital Management's Eastern Bankshares position peaked at $14.7M in Q4 2025.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on North Reef Capital Management's 13F filing for Q1 2026, filed 15 May 2026.