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Stieven Capital Advisors’s Eastern Bankshares EBC Stock Holding History

Stieven Capital Advisors’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
-394,520
Closed -$6.02M – 41
2025
Q2 		$6.02M Sell
394,520
-239,529
-38% -$3.6M 1.18% 32
2025
Q1 		$10.4M Sell
634,049
-88,500
-12% -$1.54M 2.01% 26
2024
Q4 		$12.5M Sell
722,549
-96,092
-12% -$1.68M 2.22% 17
2024
Q3 		$13.4M Buy
818,641
+338,164
+70% +$5.35M 2.54% 15
2024
Q2 		$6.72M Buy
+480,477
New +$6.38M 1.49% 28

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

Stieven Capital Advisors's EBC Position: Q3 2025 in Review

Stieven Capital Advisors sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 394,520 shares — an estimated $6.02M sold.

Stieven Capital Advisors first reported a position in EBC in Q2 2024 and held it in 5 quarters. The position peaked at $13.4M in Q3 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Stieven Capital Advisors reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Stieven Capital Advisors sold 394,520 Eastern Bankshares shares in Q3 2025, an estimated $6.02M.
  • Stieven Capital Advisors first reported a position in Eastern Bankshares in Q2 2024 and held it in 5 quarters.
  • Stieven Capital Advisors's Eastern Bankshares position peaked at $13.4M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Stieven Capital Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.