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Brinker Capital Investments’s Eastern Bankshares EBC Stock Holding History

Brinker Capital Investments’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 		$216K Sell
9,701
-505
-5% -$10.3K ﹤0.01% 1787
2026
Q1 		$200K Sell
10,206
-203
-2% -$4.05K ﹤0.01% 1873
2025
Q4 		$192K Sell
10,409
-2,163
-17% -$39.6K ﹤0.01% 2031
2025
Q3 		$228K Sell
12,572
-530
-4% -$8.74K ﹤0.01% 1906
2025
Q2 		$200K Buy
13,102
+740
+6% +$11.1K ﹤0.01% 1901
2025
Q1 		$203K Buy
12,362
+1,424
+13% +$24.8K ﹤0.01% 1804
2024
Q4 		$189K Sell
10,938
-53
-0.5% -$926 ﹤0.01% 1760
2024
Q3 		$180K Buy
+10,991
New +$174K ﹤0.01% 1724
2023
Q1 		– Sell
-15,817
Closed -$273K – 1580
2022
Q4 		$273K Sell
15,817
-2,638
-14% -$50.5K 0.01% 1183
2022
Q3 		$362K Buy
18,455
+326
+2% +$6.52K 0.01% 1047
2022
Q2 		$335K Buy
18,129
+588
+3% +$11.4K 0.01% 1126
2022
Q1 		$378K Buy
17,541
+5,360
+44% +$114K 0.01% 1142
2021
Q4 		$246K Buy
+12,181
New +$253K ﹤0.01% 1310

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's EBC Position: Q2 2026 in Review

Brinker Capital Investments reduced its Eastern Bankshares (EBC) stake by 4.9% in Q2 2026, selling an estimated $10.3K and leaving 9,701 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Brinker Capital Investments first reported a position in EBC in Q4 2021 and has held it in 13 quarters since. The position peaked at $378K in Q1 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Brinker Capital Investments held 9,701 shares of Eastern Bankshares worth $216K as of Q2 2026.
  • Brinker Capital Investments sold 505 Eastern Bankshares shares in Q2 2026, an estimated $10.3K.
  • Eastern Bankshares made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1787 holding.
  • Brinker Capital Investments first reported a position in Eastern Bankshares in Q4 2021 and has held it in 13 quarters since.
  • Brinker Capital Investments's Eastern Bankshares position peaked at $378K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.