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SBI Securities’s Eastern Bankshares EBC Stock Holding History

SBI Securities’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
Q3 		– Sell
-34
Closed -$519 – 4219
2025
Q2 		$519 Hold
34
– – ﹤0.01% 2950
2025
Q1 		$558 Hold
34
– – ﹤0.01% 2824
2024
Q4 		$587 Buy
+34
New +$594 ﹤0.01% 2835

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

SBI Securities's EBC Position: Q3 2025 in Review

SBI Securities sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 34 shares — an estimated $519 sold.

SBI Securities first reported a position in EBC in Q4 2024 and held it in 3 quarters. The position peaked at $587 in Q4 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • SBI Securities reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • SBI Securities sold 34 Eastern Bankshares shares in Q3 2025, an estimated $519.
  • SBI Securities first reported a position in Eastern Bankshares in Q4 2024 and held it in 3 quarters.
  • SBI Securities's Eastern Bankshares position peaked at $587 in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.