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Atria Investments’s Eastern Bankshares EBC Stock Holding History

Atria Investments’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 		$637K Sell
32,561
-3,315
-9% -$66.1K 0.01% 1313
2025
Q4 		$661K Buy
35,876
+2,926
+9% +$53.6K 0.01% 1288
2025
Q3 		$598K Buy
32,950
+156
+0.5% +$2.57K 0.01% 1328
2025
Q2 		$501K Buy
32,794
+5,918
+22% +$88.9K 0.01% 1414
2025
Q1 		$441K Buy
26,876
+1,379
+5% +$24K 0.01% 1421
2024
Q4 		$440K Buy
25,497
+3,998
+19% +$69.8K 0.01% 1392
2024
Q3 		$352K Buy
21,499
+3,634
+20% +$57.5K ﹤0.01% 1527
2024
Q2 		$250K Buy
+17,865
New +$237K ﹤0.01% 1694

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

Atria Investments's EBC Position: Q1 2026 in Review

Atria Investments reduced its Eastern Bankshares (EBC) stake by 9.2% in Q1 2026, selling an estimated $66.1K and leaving 32,561 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #1313.

Atria Investments first reported a position in EBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $661K in Q4 2025. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Atria Investments held 32,561 shares of Eastern Bankshares worth $637K as of Q1 2026.
  • Atria Investments sold 3,315 Eastern Bankshares shares in Q1 2026, an estimated $66.1K.
  • Eastern Bankshares made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1313 holding.
  • Atria Investments first reported a position in Eastern Bankshares in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Eastern Bankshares position peaked at $661K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.