Rockland Trust’s Eastern Bankshares EBC Stock Holding History

Rockland Trust’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 Q3	$764K	Sell	36,495 -1,004	-3%	-$22.5K	0.03%	179
2026 Q2	$834K	Sell	37,499 -5,944	-14%	-$121K	0.03%	170
2026 Q1	$850K	Hold	43,443	–	–	0.03%	165
2025 Q4	$801K	Buy	43,443 +4,713	+12%	+$86.3K	0.03%	170
2025 Q3	$703K	Buy	38,730 +11,862	+44%	+$196K	0.03%	191
2025 Q2	$410K	Buy	26,868 +2,000	+8%	+$30K	0.02%	191
2025 Q1	$408K	Hold	24,868	–	–	0.02%	193
2024 Q4	$429K	Sell	24,868 -6,500	-21%	-$114K	0.02%	197
2024 Q3	$514K	Sell	31,368 -12,387	-28%	-$196K	0.03%	186
2024 Q2	$612K	Buy	43,755 +24,480	+127%	+$325K	0.03%	181
2024 Q1	$266K	Sell	19,275 -500	-3%	-$6.79K	0.01%	259
2023 Q4	$281K	Hold	19,775	–	–	0.02%	256
2023 Q3	$248K	Buy	19,775 +525	+3%	+$7.06K	0.01%	259
2023 Q2	$236K	Buy	19,250 +1,000	+5%	+$11.8K	0.01%	267
2023 Q1	$230K	Hold	18,250	–	–	0.01%	270
2022 Q4	$315K	Hold	18,250	–	–	0.02%	234
2022 Q3	$358K	Buy	18,250 +6,350	+53%	+$127K	0.03%	205
2022 Q2	$219K	Buy	+11,900	New	+$231K	0.02%	271

Other funds holding EBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Rockland Trust's EBC Position: Q3 2026 in Review

Rockland Trust reduced its Eastern Bankshares (EBC) stake by 2.7% in Q3 2026, selling an estimated $22.5K and leaving 36,495 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #179.

Rockland Trust first reported a position in EBC in Q2 2022 and has held it in 18 quarters since. The position peaked at $850K in Q1 2026. 175 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Rockland Trust held 36,495 shares of Eastern Bankshares worth $764K as of Q3 2026.
Rockland Trust sold 1,004 Eastern Bankshares shares in Q3 2026, an estimated $22.5K.
Eastern Bankshares made up 0.03% of Rockland Trust's portfolio in Q3 2026, its #179 holding.
Rockland Trust first reported a position in Eastern Bankshares in Q2 2022 and has held it in 18 quarters since.
Rockland Trust's Eastern Bankshares position peaked at $850K in Q1 2026.
175 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.