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Abundance Wealth Counselors’s Eastern Bankshares EBC Stock Holding History

Abundance Wealth Counselors’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 		$207K Buy
+9,330
New +$189K 0.01% 295
2021
Q2 		– Sell
-1,749
Closed -$34K – 169
2021
Q1 		$34K Buy
+1,749
New +$30.4K 0.01% 188

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 $3.38T AUM 44.17% 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

Abundance Wealth Counselors's EBC Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in Eastern Bankshares (EBC) in Q2 2026: 9,330 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in EBC as recently as Q1 2021.

Abundance Wealth Counselors first reported a position in EBC in Q1 2021 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Abundance Wealth Counselors held 9,330 shares of Eastern Bankshares worth $207K as of Q2 2026.
  • Eastern Bankshares was a new Abundance Wealth Counselors position in Q2 2026.
  • Eastern Bankshares made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #295 holding.
  • Abundance Wealth Counselors first reported a position in Eastern Bankshares in Q1 2021 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.