Richard Bernstein Advisors’s Eastern Bankshares EBC Stock Holding History

Richard Bernstein Advisors’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	-214,079	Closed	-$3.51M	–	220
2025 Q1	$3.51M	Sell	214,079 -7,863	-4%	-$137K	0.09%	115
2024 Q4	$3.83M	Hold	221,942	–	–	0.09%	120
2024 Q3	$3.64M	Hold	221,942	–	–	0.08%	131
2024 Q2	$3.1M	Buy	221,942 +35	+0%	+$465	0.07%	145
2024 Q1	$3.06M	Hold	221,907	–	–	0.07%	161
2023 Q4	$3.15M	Buy	221,907 +136	+0.1%	+$1.7K	0.07%	127
2023 Q3	$2.78M	Buy	+221,771	New	+$2.98M	0.06%	133

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 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

Richard Bernstein Advisors's EBC Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 214,079 shares — an estimated $3.51M sold.

Richard Bernstein Advisors first reported a position in EBC in Q3 2023 and held it in 7 quarters. The position peaked at $3.83M in Q4 2024. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

Richard Bernstein Advisors reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 214,079 Eastern Bankshares shares in Q2 2025, an estimated $3.51M.
Richard Bernstein Advisors first reported a position in Eastern Bankshares in Q3 2023 and held it in 7 quarters.
Richard Bernstein Advisors's Eastern Bankshares position peaked at $3.83M in Q4 2024.
285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.