Polaris Capital Management’s Eastern Bankshares EBC Stock Holding History

Polaris 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 Q1	–	Sell	-654,366	Closed	-$11.3M	–	94
2024 Q4	$11.3M	Sell	654,366 -87,000	-12%	-$1.52M	0.54%	42
2024 Q3	$12.2M	Buy	741,366 +559,166	+307%	+$8.84M	0.6%	39
2024 Q2	$2.55M	Sell	182,200 -17,800	-9%	-$236K	0.14%	45
2024 Q1	$2.76M	Hold	200,000	–	–	0.14%	44
2023 Q4	$2.84M	Hold	200,000	–	–	0.14%	44
2023 Q3	$2.51M	Hold	200,000	–	–	0.14%	46
2023 Q2	$2.45M	Hold	200,000	–	–	0.09%	50
2023 Q1	$2.52M	Hold	200,000	–	–	0.09%	48
2022 Q4	$3.45M	Hold	200,000	–	–	0.12%	49
2022 Q3	$3.93M	Hold	200,000	–	–	0.15%	49
2022 Q2	$3.69M	Hold	200,000	–	–	0.13%	48
2022 Q1	$4.31M	Hold	200,000	–	–	0.14%	49
2021 Q4	$4.03M	Hold	200,000	–	–	0.13%	47
2021 Q3	$4.06M	Hold	200,000	–	–	0.13%	46
2021 Q2	$4.11M	Hold	200,000	–	–	0.13%	46
2021 Q1	$4.42M	Hold	200,000	–	–	0.14%	46
2020 Q4	$3.26M	Buy	+200,000	New	+$2.84M	0.12%	47

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Polaris Capital Management's EBC Position: Q1 2025 in Review

Polaris Capital Management sold out of Eastern Bankshares (EBC) in Q1 2025, closing a stake of 654,366 shares — an estimated $11.3M sold.

Polaris Capital Management first reported a position in EBC in Q4 2020 and held it in 17 quarters. The position peaked at $12.2M in Q3 2024. 271 funds tracked by Wall St. Rank hold EBC as of Q1 2025.

Polaris Capital Management reported no remaining Eastern Bankshares position as of Q1 2025 after selling out during the quarter.
Polaris Capital Management sold 654,366 Eastern Bankshares shares in Q1 2025, an estimated $11.3M.
Polaris Capital Management first reported a position in Eastern Bankshares in Q4 2020 and held it in 17 quarters.
Polaris Capital Management's Eastern Bankshares position peaked at $12.2M in Q3 2024.
271 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2025.

Based on Polaris Capital Management's 13F filing for Q1 2025, filed 14 May 2025.