Sheets Smith Investment Management’s Eastern Bankshares EBC Stock Holding History

Sheets Smith Investment Management’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	$985K	Buy	+54,273	New	+$895K	0.64%	60

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Sheets Smith Investment Management's EBC Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Eastern Bankshares (EBC) in Q3 2025: 54,273 shares worth $985K. The stake represents 0.64% of the portfolio and ranks #60 among its holdings.

267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

Sheets Smith Investment Management held 54,273 shares of Eastern Bankshares worth $985K as of Q3 2025.
Eastern Bankshares was a new Sheets Smith Investment Management position in Q3 2025.
Eastern Bankshares made up 0.64% of Sheets Smith Investment Management's portfolio in Q3 2025, its #60 holding.
267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.