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Raleigh Capital Management’s Eastern Bankshares EBC Stock Holding History

Raleigh 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
Q3 		– Sell
-27
Closed -$409 – 579
2025
Q2 		$409 Buy
+27
New +$405 ﹤0.01% 500
2023
Q1 		– Sell
-199
Closed -$3.43K – 857
2022
Q4 		$3.43K Buy
199
+107
+116% +$2.05K ﹤0.01% 607
2022
Q3 		$2K Buy
+92
New +$1.84K ﹤0.01% 642

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Raleigh Capital Management's EBC Position: Q3 2025 in Review

Raleigh Capital Management sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 27 shares — an estimated $409 sold.

Raleigh Capital Management first reported a position in EBC in Q3 2022 and held it in 3 quarters. The position peaked at $3.43K in Q4 2022. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Raleigh Capital Management reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 27 Eastern Bankshares shares in Q3 2025, an estimated $409.
  • Raleigh Capital Management first reported a position in Eastern Bankshares in Q3 2022 and held it in 3 quarters.
  • Raleigh Capital Management's Eastern Bankshares position peaked at $3.43K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Raleigh Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.