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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
Q2 		$714K Sell
32,107
-454
-1% -$9.21K 0.01% 1309
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Atria Investments's EBC Position: Q2 2026 in Review

Atria Investments reduced its Eastern Bankshares (EBC) stake by 1.4% in Q2 2026, selling an estimated $9.21K and leaving 32,107 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #1309.

Atria Investments first reported a position in EBC in Q2 2024 and has held it in 9 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Atria Investments held 32,107 shares of Eastern Bankshares worth $714K as of Q2 2026.
  • Atria Investments sold 454 Eastern Bankshares shares in Q2 2026, an estimated $9.21K.
  • Eastern Bankshares made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1309 holding.
  • Atria Investments first reported a position in Eastern Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.