Superior Planning, LLC’s Eastern Bankshares EBC Stock Holding History

Superior Planning, LLC’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 Q3	$565	Buy	+27	New	+$605	﹤0.01%	1866

Other funds holding EBC

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's EBC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Eastern Bankshares (EBC) in Q3 2026: 27 shares worth $565. The stake represents ﹤0.01% of the portfolio and ranks #1866 among its holdings.

204 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Superior Planning, LLC held 27 shares of Eastern Bankshares worth $565 as of Q3 2026.
Eastern Bankshares was a new Superior Planning, LLC position in Q3 2026.
Eastern Bankshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1866 holding.
204 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.