AFS
EBC icon

Anderson Financial Strategies’s Eastern Bankshares EBC Stock Holding History

Anderson Financial Strategies’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 		$1.64M Sell
80,880
-2,107
-3% -$42K 0.9% 25
2025
Q4 		$1.53M Sell
82,987
-5,866
-7% -$107K 0.89% 27
2025
Q3 		$1.61M Buy
88,853
+26,549
+43% +$438K 0.96% 22
2025
Q2 		$950K Buy
+62,304
New +$935K 0.61% 28

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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

Anderson Financial Strategies's EBC Position: Q1 2026 in Review

Anderson Financial Strategies reduced its Eastern Bankshares (EBC) stake by 2.5% in Q1 2026, selling an estimated $42K and leaving 80,880 shares worth $1.64M. The position accounts for 0.9% of the portfolio, ranked #25.

Anderson Financial Strategies first reported a position in EBC in Q2 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Anderson Financial Strategies held 80,880 shares of Eastern Bankshares worth $1.64M as of Q1 2026.
  • Anderson Financial Strategies sold 2,107 Eastern Bankshares shares in Q1 2026, an estimated $42K.
  • Eastern Bankshares made up 0.9% of Anderson Financial Strategies's portfolio in Q1 2026, its #25 holding.
  • Anderson Financial Strategies first reported a position in Eastern Bankshares in Q2 2025 and has held it in 4 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.