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Atlantic Private Wealth’s Eastern Bankshares EBC Stock Holding History

Atlantic 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
2025
Q4 		– Sell
-432
Closed -$7.84K – 397
2025
Q3 		$7.84K Buy
+432
New +$7.13K 0.01% 183

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Atlantic Private Wealth's EBC Position: Q4 2025 in Review

Atlantic Private Wealth sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 432 shares — an estimated $7.84K sold.

Atlantic Private Wealth first reported a position in EBC in Q3 2025 and held it in 1 quarter. The position peaked at $7.84K in Q3 2025. 287 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • Atlantic Private Wealth reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 432 Eastern Bankshares shares in Q4 2025, an estimated $7.84K.
  • Atlantic Private Wealth first reported a position in Eastern Bankshares in Q3 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Eastern Bankshares position peaked at $7.84K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Atlantic Private Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.