Simplex Trading
EBC icon

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
2026
Q1 		$13.7K Sell
700
-20,700
-97% -$413K ﹤0.01% 7073
2025
Q4 		$394K Buy
21,400
+19,500
+1,026% +$357K ﹤0.01% 3533
2025
Q3 		$34K Buy
1,900
+600
+46% +$9.9K ﹤0.01% 6837
2025
Q2 		$19K Sell
1,300
-36,300
-97% -$545K ﹤0.01% 6802
2025
Q1 		$616K Buy
37,600
+27,600
+276% +$481K ﹤0.01% 3167
2024
Q4 		$172K Buy
10,000
+2,800
+39% +$48.9K ﹤0.01% 4664
2024
Q3 		$118K Buy
7,200
+6,900
+2,300% +$109K ﹤0.01% 5060
2024
Q2 		$4K Sell
300
-6,800
-96% -$90.3K ﹤0.01% 7971
2024
Q1 		$97K Sell
7,100
-2,000
-22% -$27.2K ﹤0.01% 5606
2023
Q4 		$129K Sell
9,100
-7,900
-46% -$98.7K ﹤0.01% 5116
2023
Q3 		$213K Buy
17,000
+1,100
+7% +$14.8K ﹤0.01% 4276
2023
Q2 		$195K Sell
15,900
-17,600
-53% -$208K ﹤0.01% 4316
2023
Q1 		$422K Sell
33,500
-27,700
-45% -$427K ﹤0.01% 3439
2022
Q4 		$1.05M Buy
61,200
+15,200
+33% +$291K ﹤0.01% 2412
2022
Q3 		$903K Buy
46,000
+27,200
+145% +$544K ﹤0.01% 2765
2022
Q2 		$347K Sell
18,800
-7,100
-27% -$138K ﹤0.01% 3909
2022
Q1 		$557K Buy
25,900
+13,600
+111% +$290K ﹤0.01% 3710
2021
Q4 		$248K Sell
12,300
-76,000
-86% -$1.58M ﹤0.01% 4853
2021
Q3 		$1.8M Hold
88,300
– – ﹤0.01% 2293
2021
Q2 		$1.82M Buy
88,300
+87,332
+9,022% +$1.85M ﹤0.01% 2293
2021
Q1 		$1.87M Buy
968
+915
+1,726% +$15.9K ﹤0.01% 1678
2020
Q4 		$86K Buy
+53
New +$753 ﹤0.01% 5594

Other funds holding EBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
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.