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 Q2	$460K	Buy	20,702 +1,633	+9%	+$33.1K	﹤0.01%	1258
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 $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 $3.38T AUM 44.17% 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

AE Wealth Management's EBC Position: Q2 2026 in Review

AE Wealth Management increased its Eastern Bankshares (EBC) stake by 8.6% in Q2 2026, buying an estimated $33.1K and bringing the position to 20,702 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

AE Wealth Management first reported a position in EBC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

AE Wealth Management held 20,702 shares of Eastern Bankshares worth $460K as of Q2 2026.
AE Wealth Management bought 1,633 Eastern Bankshares shares in Q2 2026, an estimated $33.1K.
Eastern Bankshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1258 holding.
AE Wealth Management first reported a position in Eastern Bankshares in Q4 2024 and has held it in 7 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.