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Shell Asset Management’s Eastern Bankshares EBC Stock Holding History

Shell Asset 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 		$12K Sell
659
-1,563
-70% -$25.8K ﹤0.01% 1095
2025
Q2 		$34K Sell
2,222
-230
-9% -$3.45K ﹤0.01% 1189
2025
Q1 		$40K Sell
2,452
-100
-4% -$1.74K ﹤0.01% 1180
2024
Q4 		$44K Hold
2,552
– – ﹤0.01% 1194
2024
Q3 		$42K Buy
+2,552
New +$40.4K ﹤0.01% 1193
2024
Q1 		$38K Sell
2,705
-183
-6% -$2.49K ﹤0.01% 1189
2023
Q4 		$41K Sell
2,888
-855
-23% -$10.7K ﹤0.01% 1196
2023
Q3 		$47K Sell
3,743
-57
-2% -$767 ﹤0.01% 1196
2023
Q2 		$47K Sell
3,800
-4,597
-55% -$54.4K ﹤0.01% 1218
2023
Q1 		$106K Sell
8,397
-30
-0.4% -$462 ﹤0.01% 1088
2022
Q4 		$145K Sell
8,427
-1,712
-17% -$32.7K 0.01% 1061
2022
Q3 		$199K Sell
10,139
-2,656
-21% -$53.1K 0.01% 1013
2022
Q2 		$236K Buy
12,795
+22
+0.2% +$426 0.01% 1069
2022
Q1 		$275K Sell
12,773
-1,891
-13% -$40.3K 0.01% 1070
2021
Q4 		$296K Buy
14,664
+65
+0.4% +$1.35K 0.01% 1110
2021
Q3 		$296K Sell
14,599
-630
-4% -$12.1K 0.01% 1085
2021
Q2 		$313K Buy
+15,229
New +$323K 0.01% 1104

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

Shell Asset Management's EBC Position: Q3 2025 in Review

Shell Asset Management reduced its Eastern Bankshares (EBC) stake by 70% in Q3 2025, selling an estimated $25.8K and leaving 659 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Shell Asset Management first reported a position in EBC in Q2 2021 and has held it in 17 quarters since. The position peaked at $313K in Q2 2021. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Shell Asset Management held 659 shares of Eastern Bankshares worth $12K as of Q3 2025.
  • Shell Asset Management sold 1,563 Eastern Bankshares shares in Q3 2025, an estimated $25.8K.
  • Eastern Bankshares made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1095 holding.
  • Shell Asset Management first reported a position in Eastern Bankshares in Q2 2021 and has held it in 17 quarters since.
  • Shell Asset Management's Eastern Bankshares position peaked at $313K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.