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 Q2	$556K	Sell	25,000 -700	-3%	-$14.2K	0.03%	216
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Boston Family Office's EBC Position: Q2 2026 in Review

Boston Family Office reduced its Eastern Bankshares (EBC) stake by 2.7% in Q2 2026, selling an estimated $14.2K and leaving 25,000 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #216.

Boston Family Office first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Boston Family Office held 25,000 shares of Eastern Bankshares worth $556K as of Q2 2026.
Boston Family Office sold 700 Eastern Bankshares shares in Q2 2026, an estimated $14.2K.
Eastern Bankshares made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #216 holding.
Boston Family Office first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.