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Bell Investment Advisors’s Eastern Bankshares EBC Stock Holding History

Bell Investment 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
-52
Closed -$959 – 1883
2025
Q4 		$959 Buy
+52
New +$952 ﹤0.01% 1558
2023
Q4 		– Sell
-61
Closed -$765 – 1939
2023
Q3 		$765 Sell
61
-10
-14% -$135 ﹤0.01% 1646
2023
Q2 		$872 Sell
71
-15
-17% -$178 ﹤0.01% 1631
2023
Q1 		$1.09K Buy
86
+3
+4% +$46 ﹤0.01% 1535
2022
Q4 		$1.43K Sell
83
-185
-69% -$3.54K ﹤0.01% 1451
2022
Q3 		$5K Buy
268
+216
+415% +$4.32K ﹤0.01% 661
2022
Q2 		$1K Buy
+52
New +$1.01K ﹤0.01% 1409

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's EBC Position: Q1 2026 in Review

Bell Investment Advisors sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 52 shares — an estimated $959 sold.

Bell Investment Advisors first reported a position in EBC in Q2 2022 and held it in 7 quarters. The position peaked at $5K in Q3 2022. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Bell Investment Advisors reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 52 Eastern Bankshares shares in Q1 2026, an estimated $959.
  • Bell Investment Advisors first reported a position in Eastern Bankshares in Q2 2022 and held it in 7 quarters.
  • Bell Investment Advisors's Eastern Bankshares position peaked at $5K in Q3 2022.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.