Ray Dalio
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Ray Dalio’s Eastern Bankshares EBC Stock Holding History

Ray Dalio’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 		$18.4M Buy
941,345
+227,190
+32% +$4.53M 0.08% 171
2025
Q4 		$13.2M Buy
714,155
+317,798
+80% +$5.82M 0.05% 289
2025
Q3 		$7.19M Buy
+396,357
New +$6.54M 0.03% 402

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ray Dalio's EBC Position: Q1 2026 in Review

Ray Dalio increased its Eastern Bankshares (EBC) stake by 32% in Q1 2026, buying an estimated $4.53M and bringing the position to 941,345 shares worth $18.4M. The position accounts for 0.08% of the portfolio, ranked #171.

Ray Dalio first reported a position in EBC in Q3 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Ray Dalio held 941,345 shares of Eastern Bankshares worth $18.4M as of Q1 2026.
  • Ray Dalio bought 227,190 Eastern Bankshares shares in Q1 2026, an estimated $4.53M.
  • Eastern Bankshares made up 0.08% of Ray Dalio's portfolio in Q1 2026, its #171 holding.
  • Ray Dalio first reported a position in Eastern Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.