Y-Intercept (HK)’s Eastern Bankshares EBC Stock Holding History

Y-Intercept (HK)’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	–	Sell	-41,017	Closed	-$756K	–	1669
2025 Q4	$756K	Buy	+41,017	New	+$751K	0.02%	1100
2025 Q3	–	Sell	-204,430	Closed	-$3.12M	–	1682
2025 Q2	$3.12M	Buy	+204,430	New	+$3.07M	0.08%	399
2022 Q1	–	Sell	-12,473	Closed	-$252K	–	779
2021 Q4	$252K	Buy	+12,473	New	+$259K	0.06%	447
2021 Q3	–	Sell	-12,951	Closed	-$266K	–	711
2021 Q2	$266K	Buy	+12,951	New	+$274K	0.07%	447

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

Y-Intercept (HK)'s EBC Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 41,017 shares — an estimated $756K sold.

Y-Intercept (HK) first reported a position in EBC in Q2 2021 and held it in 4 quarters. The position peaked at $3.12M in Q2 2025. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Y-Intercept (HK) reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 41,017 Eastern Bankshares shares in Q1 2026, an estimated $756K.
Y-Intercept (HK) first reported a position in Eastern Bankshares in Q2 2021 and held it in 4 quarters.
Y-Intercept (HK)'s Eastern Bankshares position peaked at $3.12M in Q2 2025.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.