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Ashton Thomas Private Wealth’s Eastern Bankshares EBC Stock Holding History

Ashton Thomas Private Wealth’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 		$371K Buy
18,987
+2,274
+14% +$45.4K 0.01% 808
2025
Q4 		$308K Buy
16,713
+886
+6% +$16.2K 0.01% 812
2025
Q3 		$287K Buy
+15,827
New +$261K 0.01% 811

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

Ashton Thomas Private Wealth's EBC Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Eastern Bankshares (EBC) stake by 14% in Q1 2026, buying an estimated $45.4K and bringing the position to 18,987 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #808.

Ashton Thomas Private Wealth first reported a position in EBC in Q3 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Ashton Thomas Private Wealth held 18,987 shares of Eastern Bankshares worth $371K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 2,274 Eastern Bankshares shares in Q1 2026, an estimated $45.4K.
  • Eastern Bankshares made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #808 holding.
  • Ashton Thomas Private Wealth first reported a position in Eastern Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.