Whalerock Point Partners’s Eastern Bankshares EBC Stock Holding History

Whalerock Point Partners’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
2026 Q1	$318K	Hold	16,247	–	–	0.06%	156
2025 Q4	$299K	Sell	16,247 -10,000	-38%	-$183K	0.06%	160
2025 Q3	$476K	Sell	26,247 -10,000	-28%	-$165K	0.1%	112
2025 Q2	$553K	Hold	36,247	–	–	0.12%	100
2025 Q1	$594K	Hold	36,247	–	–	0.14%	92
2024 Q4	$625K	Sell	36,247 -14,097	-28%	-$246K	0.15%	89
2024 Q3	$825K	Hold	50,344	–	–	0.2%	79
2024 Q2	$704K	Buy	50,344 +15,319	+44%	+$204K	0.19%	79
2024 Q1	$483K	Buy	35,025 +18,778	+116%	+$255K	0.13%	106
2023 Q4	$231K	Buy	+16,247	New	+$203K	0.07%	150

Other funds holding EBC

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whalerock Point Partners's EBC Position: Q1 2026 in Review

Whalerock Point Partners held its Eastern Bankshares (EBC) position steady in Q1 2026 at 16,247 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #156.

Whalerock Point Partners first reported a position in EBC in Q4 2023 and has held it in 10 quarters since. The position peaked at $825K in Q3 2024. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Whalerock Point Partners held 16,247 shares of Eastern Bankshares worth $318K as of Q1 2026.
Whalerock Point Partners left its Eastern Bankshares share count unchanged in Q1 2026.
Eastern Bankshares made up 0.06% of Whalerock Point Partners's portfolio in Q1 2026, its #156 holding.
Whalerock Point Partners first reported a position in Eastern Bankshares in Q4 2023 and has held it in 10 quarters since.
Whalerock Point Partners's Eastern Bankshares position peaked at $825K in Q3 2024.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.