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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 $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return