Alliance Private Wealth’s Eastern Bankshares EBC Stock Holding History

Alliance Private Wealth’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	$690K	Hold	31,008	–	–	0.24%	72
2026 Q1	$607K	Hold	31,008	–	–	0.22%	73
2025 Q4	$680K	Buy	+31,008	New	+$568K	0.24%	72

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

Alliance Private Wealth's EBC Position: Q2 2026 in Review

Alliance Private Wealth held its Eastern Bankshares (EBC) position steady in Q2 2026 at 31,008 shares worth $690K. The position accounts for 0.24% of the portfolio, ranked #72.

Alliance Private Wealth first reported a position in EBC in Q4 2025 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Alliance Private Wealth held 31,008 shares of Eastern Bankshares worth $690K as of Q2 2026.
Alliance Private Wealth left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.24% of Alliance Private Wealth's portfolio in Q2 2026, its #72 holding.
Alliance Private Wealth first reported a position in Eastern Bankshares in Q4 2025 and has held it in 3 quarters since.
327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.