AssetMark Inc
EBC icon

AssetMark Inc’s Eastern Bankshares EBC Stock Holding History

AssetMark Inc’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 		$45K Hold
2,024
– – ﹤0.01% 1871
2026
Q1 		$39.6K Buy
2,024
+65
+3% +$1.3K ﹤0.01% 1828
2025
Q4 		$36.1K Sell
1,959
-12
-0.6% -$220 ﹤0.01% 1823
2025
Q3 		$35.8K Hold
1,971
– – ﹤0.01% 1751
2025
Q2 		$30.1K Buy
1,971
+1,947
+8,113% +$29.2K ﹤0.01% 1704
2025
Q1 		$394 Hold
24
– – ﹤0.01% 2456
2024
Q4 		$414 Hold
24
– – ﹤0.01% 2401
2024
Q3 		$393 Buy
+24
New +$379 ﹤0.01% 2112
2024
Q2 		– Sell
-1
Closed -$14 – 2139
2024
Q1 		$14 Buy
+1
New +$14 ﹤0.01% 1895

Other funds holding EBC

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

AssetMark Inc's EBC Position: Q2 2026 in Review

AssetMark Inc held its Eastern Bankshares (EBC) position steady in Q2 2026 at 2,024 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

AssetMark Inc first reported a position in EBC in Q1 2024 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • AssetMark Inc held 2,024 shares of Eastern Bankshares worth $45K as of Q2 2026.
  • AssetMark Inc left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1871 holding.
  • AssetMark Inc first reported a position in Eastern Bankshares in Q1 2024 and has held it in 9 quarters since.
  • 101 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.