Abacus Wealth Partners’s Eastern Bankshares EBC Stock Holding History

Abacus Wealth 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 Q2	–	Sell	-12,727	Closed	-$249K	–	376
2026 Q1	$249K	Sell	12,727 -74	-0.6%	-$1.48K	0.02%	416
2025 Q4	$236K	Buy	+12,801	New	+$234K	0.02%	424
2025 Q3	–	Sell	-10,433	Closed	-$159K	–	104
2025 Q2	$159K	Sell	10,433 -10,227	-50%	-$154K	0.02%	107
2025 Q1	$339K	Buy	+20,660	New	+$360K	0.05%	63

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Abacus Wealth Partners's EBC Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 12,727 shares — an estimated $249K sold.

Abacus Wealth Partners first reported a position in EBC in Q1 2025 and held it in 4 quarters. The position peaked at $339K in Q1 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Abacus Wealth Partners reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 12,727 Eastern Bankshares shares in Q2 2026, an estimated $249K.
Abacus Wealth Partners first reported a position in Eastern Bankshares in Q1 2025 and held it in 4 quarters.
Abacus Wealth Partners's Eastern Bankshares position peaked at $339K in Q1 2025.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.