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SummitTX Capital’s Eastern Bankshares EBC Stock Holding History

SummitTX Capital’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
Q4 		– Sell
-10,453
Closed -$190K – 762
2025
Q3 		$190K Sell
10,453
-4,049
-28% -$66.8K 0.01% 708
2025
Q2 		$221K Buy
14,502
+213
+1% +$3.2K 0.01% 677
2025
Q1 		$234K Buy
+14,289
New +$249K 0.01% 703

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

SummitTX Capital's EBC Position: Q4 2025 in Review

SummitTX Capital sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 10,453 shares — an estimated $190K sold.

SummitTX Capital first reported a position in EBC in Q1 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • SummitTX Capital reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • SummitTX Capital sold 10,453 Eastern Bankshares shares in Q4 2025, an estimated $190K.
  • SummitTX Capital first reported a position in Eastern Bankshares in Q1 2025 and held it in 3 quarters.
  • SummitTX Capital's Eastern Bankshares position peaked at $234K in Q1 2025.
  • 287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.