Thrivent Financial for Lutherans’s Eastern Bankshares EBC Stock Holding History

Thrivent Financial for Lutherans’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	-11,207	Closed	-$171K	–	2439
2025 Q2	$171K	Hold	11,207	–	–	﹤0.01%	2403
2025 Q1	$184K	Buy	+11,207	New	+$195K	﹤0.01%	2325
2024 Q1	–	Sell	-10,600	Closed	-$151K	–	2534
2023 Q4	$151K	Sell	10,600 -189,734	-95%	-$2.37M	﹤0.01%	2452
2023 Q3	$2.51M	Sell	200,334 -381,241	-66%	-$5.13M	0.01%	1144
2023 Q2	$7.14M	Buy	581,575 +289,228	+99%	+$3.42M	0.02%	731
2023 Q1	$3.69M	Sell	292,347 -236,523	-45%	-$3.64M	0.01%	932
2022 Q4	$9.12M	Buy	528,870 +58,406	+12%	+$1.12M	0.02%	619
2022 Q3	$9.24M	Buy	470,464 +18,801	+4%	+$376K	0.03%	615
2022 Q2	$8.34M	Buy	451,663 +414,779	+1,125%	+$8.04M	0.02%	670
2022 Q1	$794K	Buy	36,884 +16,564	+82%	+$353K	﹤0.01%	1960
2021 Q4	$410K	Buy	+20,320	New	+$422K	﹤0.01%	2248

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

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

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

Thrivent Financial for Lutherans's EBC Position: Q3 2025 in Review

Thrivent Financial for Lutherans sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 11,207 shares — an estimated $171K sold.

Thrivent Financial for Lutherans first reported a position in EBC in Q4 2021 and held it in 11 quarters. The position peaked at $9.24M in Q3 2022. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

Thrivent Financial for Lutherans reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 11,207 Eastern Bankshares shares in Q3 2025, an estimated $171K.
Thrivent Financial for Lutherans first reported a position in Eastern Bankshares in Q4 2021 and held it in 11 quarters.
Thrivent Financial for Lutherans's Eastern Bankshares position peaked at $9.24M in Q3 2022.
267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2025, filed 4 Nov 2025.