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Ballentine Partners’s Eastern Bankshares EBC Stock Holding History

Ballentine Partners’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 		$442K Hold
19,881
– – 0.01% 613
2026
Q1 		$389K Buy
19,881
+36
+0.2% +$718 0.01% 619
2025
Q4 		$366K Buy
19,845
+451
+2% +$8.26K 0.01% 629
2025
Q3 		$352K Sell
19,394
-1,567
-7% -$25.8K ﹤0.01% 642
2025
Q2 		$320K Buy
20,961
+6,325
+43% +$95K ﹤0.01% 665
2025
Q1 		$240K Buy
14,636
+25
+0.2% +$435 ﹤0.01% 710
2024
Q4 		$252K Sell
14,611
-23
-0.2% -$402 ﹤0.01% 676
2024
Q3 		$240K Buy
+14,634
New +$231K ﹤0.01% 678

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 $3.37T AUM 44.26% 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

Ballentine Partners's EBC Position: Q2 2026 in Review

Ballentine Partners held its Eastern Bankshares (EBC) position steady in Q2 2026 at 19,881 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #613.

Ballentine Partners first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Ballentine Partners held 19,881 shares of Eastern Bankshares worth $442K as of Q2 2026.
  • Ballentine Partners left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #613 holding.
  • Ballentine Partners first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.