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O'Rourke & Company’s Eastern Bankshares EBC Stock Holding History

O'Rourke & Company’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
Q2 		– Sell
-14,213
Closed -$233K – 160
2025
Q1 		$233K Sell
14,213
-5,345
-27% -$93.1K 0.12% 142
2024
Q4 		$337K Hold
19,558
– – 0.17% 118
2024
Q3 		$321K Sell
19,558
-5,945
-23% -$94K 0.16% 114
2024
Q2 		$357K Sell
25,503
-6,500
-20% -$86.4K 0.2% 96
2024
Q1 		$441K Hold
32,003
– – 0.26% 82
2023
Q4 		$454K Sell
32,003
-4,200
-12% -$52.5K 0.29% 71
2023
Q3 		$454K Sell
36,203
-506
-1% -$6.81K 0.33% 62
2023
Q2 		$450K Buy
36,709
+9
+0% +$107 0.32% 68
2023
Q1 		$463K Sell
36,700
-3,389
-8% -$52.2K 0.35% 67
2022
Q4 		$692K Buy
40,089
+505
+1% +$9.66K 0.55% 48
2022
Q3 		$777K Sell
39,584
-1,100
-3% -$22K 0.68% 37
2022
Q2 		$751K Hold
40,684
– – 0.64% 42
2022
Q1 		$876K Buy
40,684
+170
+0.4% +$3.62K 0.6% 43
2021
Q4 		$817K Buy
+40,514
New +$841K 0.54% 44

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

O'Rourke & Company's EBC Position: Q2 2025 in Review

O'Rourke & Company sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 14,213 shares — an estimated $233K sold.

O'Rourke & Company first reported a position in EBC in Q4 2021 and held it in 14 quarters. The position peaked at $876K in Q1 2022. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • O'Rourke & Company reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
  • O'Rourke & Company sold 14,213 Eastern Bankshares shares in Q2 2025, an estimated $233K.
  • O'Rourke & Company first reported a position in Eastern Bankshares in Q4 2021 and held it in 14 quarters.
  • O'Rourke & Company's Eastern Bankshares position peaked at $876K in Q1 2022.
  • 285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on O'Rourke & Company's 13F filing for Q2 2025, filed 18 Jul 2025.