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Bay Harbor Wealth Management’s Eastern Bankshares EBC Stock Holding History

Bay Harbor Wealth Management’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 		$712 Buy
32
+7
+28% +$142 ﹤0.01% 986
2026
Q1 		$489 Buy
25
+15
+150% +$299 ﹤0.01% 995
2025
Q4 		$184 Buy
10
+2
+25% +$37 ﹤0.01% 1130
2025
Q3 		$145 Buy
8
+1
+14% +$16 ﹤0.01% 1105
2025
Q2 		$106 Sell
7
-1
-13% -$15 ﹤0.01% 1096
2025
Q1 		$131 Buy
+8
New +$139 ﹤0.01% 804

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

Bay Harbor Wealth Management's EBC Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Eastern Bankshares (EBC) stake by 28% in Q2 2026, buying an estimated $142 and bringing the position to 32 shares worth $712. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Bay Harbor Wealth Management first reported a position in EBC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Bay Harbor Wealth Management held 32 shares of Eastern Bankshares worth $712 as of Q2 2026.
  • Bay Harbor Wealth Management bought 7 Eastern Bankshares shares in Q2 2026, an estimated $142.
  • Eastern Bankshares made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #986 holding.
  • Bay Harbor Wealth Management first reported a position in Eastern Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.