AE Wealth Management’s Eastern Bankshares EBC Stock Holding History

AE Wealth Management’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 Q1	$373K	Buy	19,069 +2,514	+15%	+$50.2K	﹤0.01%	1260
2025 Q4	$305K	Buy	16,555 +3,277	+25%	+$60K	﹤0.01%	1300
2025 Q3	$241K	Sell	13,278 -94	-0.7%	-$1.55K	﹤0.01%	1302
2025 Q2	$204K	Buy	13,372 +412	+3%	+$6.19K	﹤0.01%	1304
2025 Q1	$213K	Sell	12,960 -730	-5%	-$12.7K	﹤0.01%	1254
2024 Q4	$236K	Buy	+13,690	New	+$239K	﹤0.01%	1201

Other funds holding EBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AE Wealth Management's EBC Position: Q1 2026 in Review

AE Wealth Management increased its Eastern Bankshares (EBC) stake by 15% in Q1 2026, buying an estimated $50.2K and bringing the position to 19,069 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

AE Wealth Management first reported a position in EBC in Q4 2024 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

AE Wealth Management held 19,069 shares of Eastern Bankshares worth $373K as of Q1 2026.
AE Wealth Management bought 2,514 Eastern Bankshares shares in Q1 2026, an estimated $50.2K.
Eastern Bankshares made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1260 holding.
AE Wealth Management first reported a position in Eastern Bankshares in Q4 2024 and has held it in 6 quarters since.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.