Occudo Quantitative Strategies’s Eastern Bankshares EBC Stock Holding History

Occudo Quantitative Strategies’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	-14,690	Closed	-$271K	–	788
2025 Q4	$271K	Buy	+14,690	New	+$269K	0.02%	521
2023 Q2	–	Sell	-24,092	Closed	-$304K	–	1080
2023 Q1	$304K	Buy	+24,092	New	+$371K	0.03%	646
2022 Q4	–	Sell	-85,627	Closed	-$1.68M	–	1069
2022 Q3	$1.68M	Sell	85,627 -15,280	-15%	-$306K	0.13%	228
2022 Q2	$1.86M	Buy	100,907 +33,655	+50%	+$652K	0.15%	196
2022 Q1	$1.45M	Sell	67,252 -10,546	-14%	-$225K	0.12%	264
2021 Q4	$1.57M	Sell	77,798 -798	-1%	-$16.6K	0.14%	212
2021 Q3	$1.59M	Buy	78,596 +12,483	+19%	+$239K	0.19%	129
2021 Q2	$1.36M	Buy	66,113 +53,390	+420%	+$1.13M	0.21%	137
2021 Q1	$245K	Buy	+12,723	New	+$221K	0.05%	557

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

Occudo Quantitative Strategies's EBC Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 14,690 shares — an estimated $271K sold.

Occudo Quantitative Strategies first reported a position in EBC in Q1 2021 and held it in 9 quarters. The position peaked at $1.86M in Q2 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Occudo Quantitative Strategies reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 14,690 Eastern Bankshares shares in Q1 2026, an estimated $271K.
Occudo Quantitative Strategies first reported a position in Eastern Bankshares in Q1 2021 and held it in 9 quarters.
Occudo Quantitative Strategies's Eastern Bankshares position peaked at $1.86M in Q2 2022.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.