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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
Q2 		$1.98M Buy
85,888
+5,008
+6% +$102K 1.03% 24
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 $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 $3.37T AUM 44.26% 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

Anderson Financial Strategies's EBC Position: Q2 2026 in Review

Anderson Financial Strategies increased its Eastern Bankshares (EBC) stake by 6.2% in Q2 2026, buying an estimated $102K and bringing the position to 85,888 shares worth $1.98M. The position accounts for 1.03% of the portfolio, ranked #24.

Anderson Financial Strategies first reported a position in EBC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Anderson Financial Strategies held 85,888 shares of Eastern Bankshares worth $1.98M as of Q2 2026.
  • Anderson Financial Strategies bought 5,008 Eastern Bankshares shares in Q2 2026, an estimated $102K.
  • Eastern Bankshares made up 1.03% of Anderson Financial Strategies's portfolio in Q2 2026, its #24 holding.
  • Anderson Financial Strategies first reported a position in Eastern Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.