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Advisory Services Network’s Eastern Bankshares EBC Stock Holding History

Advisory Services Network’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
-5,000
Closed -$97.8K – 2845
2026
Q1 		$97.8K Buy
+5,000
New +$99.8K ﹤0.01% 2216
2025
Q4 		– Sell
-5,200
Closed -$94.4K – 2483
2025
Q3 		$94.4K Buy
+5,200
New +$85.8K ﹤0.01% 2117
2023
Q1 		– Sell
-41
Closed -$707 – 4040
2022
Q4 		$707 Buy
+41
New +$784 ﹤0.01% 3671

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

Advisory Services Network's EBC Position: Q2 2026 in Review

Advisory Services Network sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 5,000 shares — an estimated $97.8K sold.

Advisory Services Network first reported a position in EBC in Q4 2022 and held it in 3 quarters. The position peaked at $97.8K in Q1 2026. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Advisory Services Network reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 5,000 Eastern Bankshares shares in Q2 2026, an estimated $97.8K.
  • Advisory Services Network first reported a position in Eastern Bankshares in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Eastern Bankshares position peaked at $97.8K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.