Roundview Capital’s Eastern Bankshares EBC Stock Holding History

Roundview Capital’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	$202K	Hold	10,326	–	–	0.01%	337
2025 Q4	$190K	Hold	10,326	–	–	0.01%	326
2025 Q3	$187K	Hold	10,326	–	–	0.01%	329
2025 Q2	$158K	Sell	10,326 -3,071	-23%	-$46.1K	0.01%	319
2025 Q1	$220K	Hold	13,397	–	–	0.02%	303
2024 Q4	$231K	Hold	13,397	–	–	0.02%	311
2024 Q3	$220K	Hold	13,397	–	–	0.02%	324
2024 Q2	$187K	Hold	13,397	–	–	0.01%	315
2024 Q1	$185K	Hold	13,397	–	–	0.02%	312
2023 Q4	$190K	Hold	13,397	–	–	0.02%	301
2023 Q3	$168K	Hold	13,397	–	–	0.02%	302
2023 Q2	$164K	Hold	13,397	–	–	0.02%	302
2023 Q1	$169K	Hold	13,397	–	–	0.02%	311
2022 Q4	$231K	Sell	13,397 -2,147	-14%	-$41.1K	0.03%	279
2022 Q3	$305K	Hold	15,544	–	–	0.04%	244
2022 Q2	$287K	Hold	15,544	–	–	0.03%	249
2022 Q1	$335K	Hold	15,544	–	–	0.03%	249
2021 Q4	$314K	Hold	15,544	–	–	0.03%	266
2021 Q3	$316K	Hold	15,544	–	–	0.03%	258
2021 Q2	$320K	Hold	15,544	–	–	0.04%	253
2021 Q1	$300K	Sell	15,544 -1,741	-10%	-$30.3K	0.04%	243
2020 Q4	$282K	Buy	+17,285	New	+$246K	0.04%	229

Other funds holding EBC

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

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

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 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roundview Capital's EBC Position: Q1 2026 in Review

Roundview Capital held its Eastern Bankshares (EBC) position steady in Q1 2026 at 10,326 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #337.

Roundview Capital first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $335K in Q1 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Roundview Capital held 10,326 shares of Eastern Bankshares worth $202K as of Q1 2026.
Roundview Capital left its Eastern Bankshares share count unchanged in Q1 2026.
Eastern Bankshares made up 0.01% of Roundview Capital's portfolio in Q1 2026, its #337 holding.
Roundview Capital first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
Roundview Capital's Eastern Bankshares position peaked at $335K in Q1 2022.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.