SVB Wealth’s Eastern Bankshares EBC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-3	Closed	-$49	–	834
2025 Q1	$49	Buy	+3	New	+$52	﹤0.01%	1509
2023 Q3	–	Sell	-24,059	Closed	-$295K	–	886
2023 Q2	$295K	Buy	24,059 +26	+0.1%	+$308	0.01%	687
2023 Q1	$303K	Sell	24,033 -4,567	-16%	-$70.4K	﹤0.01%	718
2022 Q4	$493K	Hold	28,600	–	–	0.01%	565
2022 Q3	$562K	Hold	28,600	–	–	0.01%	498
2022 Q2	$528K	Buy	28,600 +4,600	+19%	+$89.2K	0.01%	433
2022 Q1	$517K	Buy	24,000 +4,000	+20%	+$85.2K	0.01%	448
2021 Q4	$403K	Hold	20,000	–	–	0.01%	497
2021 Q3	$406K	Hold	20,000	–	–	0.01%	670
2021 Q2	$411K	Buy	20,000 +5,000	+33%	+$106K	0.01%	639
2021 Q1	$289K	Buy	+15,000	New	+$261K	﹤0.01%	703

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

SVB Wealth's EBC Position: Q2 2025 in Review

SVB Wealth sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 3 shares — an estimated $49 sold.

SVB Wealth first reported a position in EBC in Q1 2021 and held it in 11 quarters. The position peaked at $562K in Q3 2022. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

SVB Wealth reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 3 Eastern Bankshares shares in Q2 2025, an estimated $49.
SVB Wealth first reported a position in Eastern Bankshares in Q1 2021 and held it in 11 quarters.
SVB Wealth's Eastern Bankshares position peaked at $562K in Q3 2022.
285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.