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Basecamp Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-61
Closed -$1.12K – 2071
2025
Q4 		$1.12K Buy
+61
New +$1.12K ﹤0.01% 1468

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Basecamp Wealth Advisors's EBC Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 61 shares — an estimated $1.12K sold.

Basecamp Wealth Advisors first reported a position in EBC in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 61 Eastern Bankshares shares in Q1 2026, an estimated $1.12K.
  • Basecamp Wealth Advisors first reported a position in Eastern Bankshares in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Eastern Bankshares position peaked at $1.12K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.