Simplex Trading’s Eastern Bankshares EBC Stock Holding History

Simplex Trading’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	-3,620	Closed	-$59.7K	–	9273
2025 Q2	$55K	Buy	+3,620	New	+$54.4K	﹤0.01%	5825
2024 Q4	–	Sell	-147	Closed	-$2.57K	–	8746
2024 Q3	$2K	Sell	147 -611	-81%	-$9.66K	﹤0.01%	7979
2024 Q2	$10K	Buy	+758	New	+$10.1K	﹤0.01%	7413
2023 Q2	–	Sell	-569	Closed	-$6.74K	–	9187
2023 Q1	$7K	Buy	+569	New	+$8.77K	﹤0.01%	7809
2022 Q1	–	Sell	-6,528	Closed	-$139K	–	10596
2021 Q4	$131K	Buy	+6,528	New	+$135K	﹤0.01%	5812
2021 Q2	–	Sell	-14,613	Closed	-$310K	–	10155
2021 Q1	$281K	Sell	14,613 -45,614	-76%	-$793K	﹤0.01%	4216
2020 Q4	$982K	Buy	+60,227	New	+$855K	﹤0.01%	2587

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

Simplex Trading's EBC Position: Q3 2025 in Review

Simplex Trading sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 3,620 shares — an estimated $59.7K sold.

Simplex Trading first reported a position in EBC in Q4 2020 and held it in 7 quarters. The position peaked at $982K in Q4 2020. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

Simplex Trading reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
Simplex Trading sold 3,620 Eastern Bankshares shares in Q3 2025, an estimated $59.7K.
Simplex Trading first reported a position in Eastern Bankshares in Q4 2020 and held it in 7 quarters.
Simplex Trading's Eastern Bankshares position peaked at $982K in Q4 2020.
267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.