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Capital A Wealth Management’s Eastern Bankshares EBC Stock Holding History

Capital A Wealth Management’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
2025
Q1 		– Sell
-6
Closed -$104 – 765
2024
Q4 		$104 Buy
+6
New +$105 ﹤0.01% 767

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital A Wealth Management's EBC Position: Q1 2025 in Review

Capital A Wealth Management sold out of Eastern Bankshares (EBC) in Q1 2025, closing a stake of 6 shares — an estimated $104 sold.

Capital A Wealth Management first reported a position in EBC in Q4 2024 and held it in 1 quarter. The position peaked at $104 in Q4 2024. 271 funds tracked by Wall St. Rank hold EBC as of Q1 2025.

  • Capital A Wealth Management reported no remaining Eastern Bankshares position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 6 Eastern Bankshares shares in Q1 2025, an estimated $104.
  • Capital A Wealth Management first reported a position in Eastern Bankshares in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Eastern Bankshares position peaked at $104 in Q4 2024.
  • 271 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.