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Boston Family Office’s Eastern Bankshares EBC Stock Holding History

Boston Family Office’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 		$503K Sell
25,700
-1,076
-4% -$21.5K 0.03% 221
2025
Q4 		$493K Sell
26,776
-605
-2% -$11.1K 0.03% 216
2025
Q3 		$497K Hold
27,381
– – 0.03% 210
2025
Q2 		$418K Hold
27,381
– – 0.03% 219
2025
Q1 		$449K Hold
27,381
– – 0.03% 206
2024
Q4 		$472K Sell
27,381
-1,200
-4% -$21K 0.03% 203
2024
Q3 		$468K Buy
+28,581
New +$452K 0.03% 207

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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

Boston Family Office's EBC Position: Q1 2026 in Review

Boston Family Office reduced its Eastern Bankshares (EBC) stake by 4% in Q1 2026, selling an estimated $21.5K and leaving 25,700 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #221.

Boston Family Office first reported a position in EBC in Q3 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Boston Family Office held 25,700 shares of Eastern Bankshares worth $503K as of Q1 2026.
  • Boston Family Office sold 1,076 Eastern Bankshares shares in Q1 2026, an estimated $21.5K.
  • Eastern Bankshares made up 0.03% of Boston Family Office's portfolio in Q1 2026, its #221 holding.
  • Boston Family Office first reported a position in Eastern Bankshares in Q3 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.