American Capital Advisory’s Eastern Bankshares EBC Stock Holding History

American Capital Advisory’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	$4.45K	Hold	200	–	–	﹤0.01%	464
2026 Q1	$3.91K	Hold	200	–	–	﹤0.01%	426
2025 Q4	$3.69K	Hold	200	–	–	﹤0.01%	400
2025 Q3	$3.63K	Hold	200	–	–	﹤0.01%	375
2025 Q2	$3.05K	Hold	200	–	–	﹤0.01%	379
2025 Q1	$3.28K	Hold	200	–	–	﹤0.01%	367
2024 Q4	$3.45K	Hold	200	–	–	﹤0.01%	382
2024 Q3	$3.28K	Hold	200	–	–	﹤0.01%	376
2024 Q2	$2.84K	Buy	+200	New	+$2.66K	﹤0.01%	338
2024 Q1	–	Sell	-200	Closed	-$2.84K	–	477
2023 Q4	$2.84K	Buy	+200	New	+$2.5K	﹤0.01%	338

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

American Capital Advisory's EBC Position: Q2 2026 in Review

American Capital Advisory held its Eastern Bankshares (EBC) position steady in Q2 2026 at 200 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

American Capital Advisory first reported a position in EBC in Q4 2023 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

American Capital Advisory held 200 shares of Eastern Bankshares worth $4.45K as of Q2 2026.
American Capital Advisory left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #464 holding.
American Capital Advisory first reported a position in Eastern Bankshares in Q4 2023 and has held it in 10 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.