Voloridge Investment Management
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Voloridge Investment Management’s Eastern Bankshares EBC Stock Holding History

Voloridge Investment Management’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
-23,864
Closed -$364K – 1228
2025
Q2 		$364K Buy
+23,864
New +$358K ﹤0.01% 1099
2024
Q3 		– Sell
-452,731
Closed -$6.33M – 1216
2024
Q2 		$6.33M Sell
452,731
-102,251
-18% -$1.36M 0.02% 688
2024
Q1 		$7.65M Buy
554,982
+285,347
+106% +$3.88M 0.03% 549
2023
Q4 		$3.83M Buy
269,635
+188,329
+232% +$2.35M 0.02% 680
2023
Q3 		$1.02M Sell
81,306
-53,336
-40% -$718K 0.01% 1090
2023
Q2 		$1.65M Sell
134,642
-37,452
-22% -$443K 0.01% 1025
2023
Q1 		$2.17M Buy
172,094
+48,175
+39% +$742K 0.01% 965
2022
Q4 		$2.14M Sell
123,919
-120,914
-49% -$2.31M 0.01% 943
2022
Q3 		$4.81M Sell
244,833
-38,711
-14% -$774K 0.03% 661
2022
Q2 		$5.23M Buy
283,544
+172,848
+156% +$3.35M 0.03% 657
2022
Q1 		$2.38M Buy
110,696
+44,759
+68% +$953K 0.01% 884
2021
Q4 		$1.33M Buy
+65,937
New +$1.37M 0.01% 1190
2021
Q3 		– Sell
-36,349
Closed -$748K – 1697
2021
Q2 		$748K Buy
+36,349
New +$770K 0.01% 1340

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

Voloridge Investment Management's EBC Position: Q3 2025 in Review

Voloridge Investment Management sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 23,864 shares — an estimated $364K sold.

Voloridge Investment Management first reported a position in EBC in Q2 2021 and held it in 13 quarters. The position peaked at $7.65M in Q1 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Voloridge Investment Management reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 23,864 Eastern Bankshares shares in Q3 2025, an estimated $364K.
  • Voloridge Investment Management first reported a position in Eastern Bankshares in Q2 2021 and held it in 13 quarters.
  • Voloridge Investment Management's Eastern Bankshares position peaked at $7.65M in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Voloridge Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.