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Royce & Associates’s Eastern Bankshares EBC Stock Holding History

Royce & Associates’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
-12,019
Closed -$197K – 805
2025
Q1 		$197K Hold
12,019
– – ﹤0.01% 767
2024
Q4 		$207K Sell
12,019
-924
-7% -$16.1K ﹤0.01% 800
2024
Q3 		$212K Hold
12,943
– – ﹤0.01% 835
2024
Q2 		$181K Buy
+12,943
New +$172K ﹤0.01% 840
2023
Q2 		– Sell
-135,000
Closed -$1.7M – 922
2023
Q1 		$1.7M Buy
+135,000
New +$2.08M 0.02% 687
2021
Q2 		– Sell
-302,057
Closed -$5.83M – 1018
2021
Q1 		$5.83M Sell
302,057
-92,072
-23% -$1.6M 0.04% 574
2020
Q4 		$6.43M Buy
+394,129
New +$5.6M 0.05% 497

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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.56B AUM 45.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Royce & Associates's EBC Position: Q2 2025 in Review

Royce & Associates sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 12,019 shares — an estimated $197K sold.

Royce & Associates first reported a position in EBC in Q4 2020 and held it in 7 quarters. The position peaked at $6.43M in Q4 2020. 286 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • Royce & Associates reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
  • Royce & Associates sold 12,019 Eastern Bankshares shares in Q2 2025, an estimated $197K.
  • Royce & Associates first reported a position in Eastern Bankshares in Q4 2020 and held it in 7 quarters.
  • Royce & Associates's Eastern Bankshares position peaked at $6.43M in Q4 2020.
  • 286 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Royce & Associates's 13F filing for Q2 2025, filed 11 Aug 2025.