Ashton Thomas Private Wealth
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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
Q3 		$454K Buy
21,705
+3,067
+16% +$68.7K 0.01% 816
2026
Q2 		$415K Sell
18,638
-349
-2% -$7.08K 0.01% 849
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Ashton Thomas Private Wealth's EBC Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Eastern Bankshares (EBC) stake by 16% in Q3 2026, buying an estimated $68.7K and bringing the position to 21,705 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #816.

Ashton Thomas Private Wealth first reported a position in EBC in Q3 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Ashton Thomas Private Wealth held 21,705 shares of Eastern Bankshares worth $454K as of Q3 2026.
  • Ashton Thomas Private Wealth bought 3,067 Eastern Bankshares shares in Q3 2026, an estimated $68.7K.
  • Eastern Bankshares made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #816 holding.
  • Ashton Thomas Private Wealth first reported a position in Eastern Bankshares in Q3 2025 and has held it in 5 quarters since.
  • 137 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.