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Beaumont Financial Advisors’s Eastern Bankshares EBC Stock Holding History

Beaumont Financial 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
Q2 		$1.91M Sell
85,849
-1,117
-1% -$22.7K 0.12% 108
2026
Q1 		$1.7M Sell
86,966
-5,639
-6% -$113K 0.12% 110
2025
Q4 		$1.71M Sell
92,605
-2,622
-3% -$48K 0.11% 110
2025
Q3 		$1.73M Buy
95,227
+448
+0.5% +$7.39K 0.12% 107
2025
Q2 		$1.45M Buy
94,779
+521
+0.6% +$7.82K 0.1% 115
2025
Q1 		$1.55M Sell
94,258
-5,553
-6% -$96.7K 0.12% 113
2024
Q4 		$1.72M Sell
99,811
-12,069
-11% -$211K 0.13% 106
2024
Q3 		$1.83M Buy
111,880
+486
+0.4% +$7.68K 0.14% 94
2024
Q2 		$1.56M Buy
111,394
+593
+0.5% +$7.88K 0.12% 106
2024
Q1 		$1.53M Sell
110,801
-10,595
-9% -$144K 0.13% 104
2023
Q4 		$1.72M Buy
121,396
+681
+0.6% +$8.51K 0.16% 88
2023
Q3 		$1.51M Buy
120,715
+611
+0.5% +$8.22K 0.15% 96
2023
Q2 		$1.47M Buy
120,104
+611
+0.5% +$7.24K 0.14% 107
2023
Q1 		$1.51M Sell
119,493
-24,118
-17% -$372K 0.15% 96
2022
Q4 		$2.48M Buy
143,611
+559
+0.4% +$10.7K 0.25% 53
2022
Q3 		$2.81M Buy
143,052
+512
+0.4% +$10.2K 0.27% 52
2022
Q2 		$2.63M Buy
142,540
+545
+0.4% +$10.6K 0.24% 63
2022
Q1 		$3.06M Buy
141,995
+465
+0.3% +$9.9K 0.23% 82
2021
Q4 		$2.85M Buy
141,530
+394
+0.3% +$8.18K 0.21% 75
2021
Q3 		$2.87M Buy
141,136
+436
+0.3% +$8.34K 0.22% 75
2021
Q2 		$2.89M Buy
140,700
+376
+0.3% +$7.97K 0.22% 75
2021
Q1 		$2.71M Sell
140,324
-19,676
-12% -$342K 0.23% 80
2020
Q4 		$2.61M Buy
+160,000
New +$2.27M 0.23% 83

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

Beaumont Financial Advisors's EBC Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Eastern Bankshares (EBC) stake by 1.3% in Q2 2026, selling an estimated $22.7K and leaving 85,849 shares worth $1.91M. The position accounts for 0.12% of the portfolio, ranked #108.

Beaumont Financial Advisors first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.06M in Q1 2022. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Beaumont Financial Advisors held 85,849 shares of Eastern Bankshares worth $1.91M as of Q2 2026.
  • Beaumont Financial Advisors sold 1,117 Eastern Bankshares shares in Q2 2026, an estimated $22.7K.
  • Eastern Bankshares made up 0.12% of Beaumont Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Beaumont Financial Advisors first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • Beaumont Financial Advisors's Eastern Bankshares position peaked at $3.06M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.