AF
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Allworth Financial’s Eastern Bankshares EBC Stock Holding History

Allworth Financial’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 		$45.8K Buy
2,342
+89
+4% +$1.78K ﹤0.01% 2390
2025
Q4 		$41.5K Buy
2,253
+64
+3% +$1.17K ﹤0.01% 2316
2025
Q3 		$39.7K Buy
2,189
+584
+36% +$9.63K ﹤0.01% 2259
2025
Q2 		$24.5K Sell
1,605
-135
-8% -$2.03K ﹤0.01% 2399
2025
Q1 		$27.5K Buy
1,740
+221
+15% +$3.85K ﹤0.01% 1882
2024
Q4 		$26.6K Hold
1,519
– – ﹤0.01% 1922
2024
Q3 		$24.9K Hold
1,519
– – ﹤0.01% 1772
2024
Q2 		$24.7K Buy
1,519
+148
+11% +$1.97K ﹤0.01% 1749
2024
Q1 		$18.9K Sell
1,371
-12
-0.9% -$163 ﹤0.01% 1803
2023
Q4 		$19.6K Sell
1,383
-100
-7% -$1.25K ﹤0.01% 1659
2023
Q3 		$18.6K Buy
1,483
+101
+7% +$1.36K ﹤0.01% 1568
2023
Q2 		$17K Sell
1,382
-13
-0.9% -$154 ﹤0.01% 1640
2023
Q1 		$17.6K Buy
+1,395
New +$21.5K ﹤0.01% 1535
2022
Q4 		– Sell
-917
Closed -$18K – 3057
2022
Q3 		$18K Buy
917
+6
+0.7% +$120 ﹤0.01% 1337
2022
Q2 		$17K Buy
+911
New +$17.7K ﹤0.01% 1299

Other funds holding EBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return