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Wilmington Savings Fund Society’s Eastern Bankshares EBC Stock Holding History

Wilmington Savings Fund Society’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
-10,326
Closed -$158K – 1555
2025
Q2 		$158K Sell
10,326
-3,071
-23% -$46.1K ﹤0.01% 885
2025
Q1 		$220K Hold
13,397
– – ﹤0.01% 780
2024
Q4 		$231K Hold
13,397
– – ﹤0.01% 783
2024
Q3 		$220K Buy
+13,397
New +$212K ﹤0.01% 787

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

Wilmington Savings Fund Society's EBC Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 10,326 shares — an estimated $158K sold.

Wilmington Savings Fund Society first reported a position in EBC in Q3 2024 and held it in 4 quarters. The position peaked at $231K in Q4 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 10,326 Eastern Bankshares shares in Q3 2025, an estimated $158K.
  • Wilmington Savings Fund Society first reported a position in Eastern Bankshares in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Eastern Bankshares position peaked at $231K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.