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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
Q2 		$57.2K Buy
2,572
+230
+10% +$4.67K ﹤0.01% 2362
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 $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 $3.38T AUM 44.17% 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

Allworth Financial's EBC Position: Q2 2026 in Review

Allworth Financial increased its Eastern Bankshares (EBC) stake by 9.8% in Q2 2026, buying an estimated $4.67K and bringing the position to 2,572 shares worth $57.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

Allworth Financial first reported a position in EBC in Q2 2022 and has held it in 16 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Allworth Financial held 2,572 shares of Eastern Bankshares worth $57.2K as of Q2 2026.
  • Allworth Financial bought 230 Eastern Bankshares shares in Q2 2026, an estimated $4.67K.
  • Eastern Bankshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2362 holding.
  • Allworth Financial first reported a position in Eastern Bankshares in Q2 2022 and has held it in 16 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.