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1620 Investment Advisors’s Eastern Bankshares EBC Stock Holding History

1620 Investment Advisors’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
Q2 		$163K Sell
7,309
-159
-2% -$3.23K 0.1% 201
2026
Q1 		$146K Buy
7,468
+376
+5% +$7.5K 0.1% 186
2025
Q4 		$131K Buy
7,092
+543
+8% +$9.94K 0.09% 202
2025
Q3 		$119K Buy
6,549
+13
+0.2% +$214 0.08% 207
2025
Q2 		$99.8K Buy
6,536
+4,437
+211% +$66.6K 0.07% 229
2025
Q1 		$34.4K Buy
2,099
+166
+9% +$2.89K 0.03% 333
2024
Q4 		$33.3K Buy
+1,933
New +$33.8K 0.03% 336

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

1620 Investment Advisors's EBC Position: Q2 2026 in Review

1620 Investment Advisors reduced its Eastern Bankshares (EBC) stake by 2.1% in Q2 2026, selling an estimated $3.23K and leaving 7,309 shares worth $163K. The position accounts for 0.1% of the portfolio, ranked #201.

1620 Investment Advisors first reported a position in EBC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • 1620 Investment Advisors held 7,309 shares of Eastern Bankshares worth $163K as of Q2 2026.
  • 1620 Investment Advisors sold 159 Eastern Bankshares shares in Q2 2026, an estimated $3.23K.
  • Eastern Bankshares made up 0.1% of 1620 Investment Advisors's portfolio in Q2 2026, its #201 holding.
  • 1620 Investment Advisors first reported a position in Eastern Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.