Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Ameriprise’s
Eastern Bankshares
EBC
Stock Holding History
Ameriprise’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
$3.46M
Buy
176,636
+14,269
+9%
+$285K
﹤0.01%
2673
2025
Q4
$2.99M
Sell
162,367
-7,993
-5%
-$146K
﹤0.01%
2780
2025
Q3
$3.09M
Sell
170,360
-13,096
-7%
-$216K
﹤0.01%
2752
2025
Q2
$2.8M
Sell
183,456
-33,226
-15%
-$499K
﹤0.01%
2762
2025
Q1
$3.55M
Buy
216,682
+3,266
+2%
+$56.9K
﹤0.01%
2552
2024
Q4
$3.68M
Sell
213,416
-93,410
-30%
-$1.63M
﹤0.01%
2582
2024
Q3
$5.03M
Sell
306,826
-23,370
-7%
-$370K
﹤0.01%
2373
2024
Q2
$4.62M
Sell
330,196
-34,705
-10%
-$461K
﹤0.01%
2373
2024
Q1
$5.03M
Sell
364,901
-790,690
-68%
-$10.7M
﹤0.01%
2371
2023
Q4
$16.4M
Buy
1,155,591
+97,548
+9%
+$1.22M
﹤0.01%
1385
2023
Q3
$13.3M
Buy
1,058,043
+50,540
+5%
+$680K
﹤0.01%
1491
2023
Q2
$12.4M
Buy
1,007,503
+810,068
+410%
+$9.59M
﹤0.01%
1602
2023
Q1
$2.49M
Sell
197,435
-5,200
-3%
-$80.1K
﹤0.01%
2735
2022
Q4
$3.5M
Sell
202,635
-5,735
-3%
-$110K
﹤0.01%
2520
2022
Q3
$4.09M
Sell
208,370
-4,960
-2%
-$99.2K
﹤0.01%
2362
2022
Q2
$3.94M
Sell
213,330
-6,090
-3%
-$118K
﹤0.01%
2443
2022
Q1
$4.73M
Sell
219,420
-13,070
-6%
-$278K
﹤0.01%
2459
2021
Q4
$4.69M
Buy
232,490
+186,433
+405%
+$3.87M
﹤0.01%
2505
2021
Q3
$935K
Buy
+46,057
New
+$881K
﹤0.01%
3187
Other funds holding EBC
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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
New York
$145B AUM
34.61%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close