Simplex Trading
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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 		$17.6K Buy
900
+600
+200% +$12K ﹤0.01% 6876
2025
Q4 		$5.53K Sell
300
-200
-40% -$3.66K ﹤0.01% 7377
2025
Q3 		$9K Sell
500
-10,300
-95% -$170K ﹤0.01% 7953
2025
Q2 		$164K Buy
+10,800
New +$162K ﹤0.01% 4719
2025
Q1 		– Sell
-1,400
Closed -$24K – 8746
2024
Q4 		$24K Sell
1,400
-200
-13% -$3.49K ﹤0.01% 6527
2024
Q3 		$26K Sell
1,600
-500
-24% -$7.91K ﹤0.01% 6463
2024
Q2 		$29K Sell
2,100
-12,300
-85% -$163K ﹤0.01% 6582
2024
Q1 		$198K Buy
14,400
+9,700
+206% +$132K ﹤0.01% 4877
2023
Q4 		$66K Sell
4,700
-12,600
-73% -$157K ﹤0.01% 5815
2023
Q3 		$216K Buy
17,300
+5,500
+47% +$74K ﹤0.01% 4256
2023
Q2 		$144K Buy
11,800
+1,200
+11% +$14.2K ﹤0.01% 4662
2023
Q1 		$133K Buy
10,600
+10,500
+10,500% +$162K ﹤0.01% 4823
2022
Q4 		$1K Sell
100
-1,500
-94% -$28.7K ﹤0.01% 8806
2022
Q3 		$31K Buy
1,600
+400
+33% +$8K ﹤0.01% 7018
2022
Q2 		$22K Sell
1,200
-15,000
-93% -$291K ﹤0.01% 7483
2022
Q1 		$348K Buy
+16,200
New +$345K ﹤0.01% 4331
2021
Q4 		– Sell
-7,000
Closed -$142K – 10672
2021
Q3 		$142K Hold
7,000
– – ﹤0.01% 6115
2021
Q2 		$143K Buy
7,000
+6,974
+26,823% +$148K ﹤0.01% 6205
2021
Q1 		$50K Sell
26
-2
-7% -$35 ﹤0.01% 6616
2020
Q4 		$45K Buy
+28
New +$398 ﹤0.01% 6294

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.