Action Point Financial Planning’s Eastern Bankshares EBC Stock Holding History

Action Point Financial Planning’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	$2.42K	Buy	+111	New	+$2.25K	﹤0.01%	2168

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

Action Point Financial Planning's EBC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eastern Bankshares (EBC) in Q2 2026: 111 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #2168 among its holdings.

325 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Action Point Financial Planning held 111 shares of Eastern Bankshares worth $2.42K as of Q2 2026.
Eastern Bankshares was a new Action Point Financial Planning position in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2168 holding.
325 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.