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Capital Advisors Ltd’s Eastern Bankshares EBC Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
112
– – ﹤0.01% 1094
2025
Q4 		$2K Hold
112
– – ﹤0.01% 1071
2025
Q3 		$2K Hold
112
– – ﹤0.01% 1057
2025
Q2 		$2K Hold
112
– – ﹤0.01% 1053
2025
Q1 		$2K Hold
112
– – ﹤0.01% 1044
2024
Q4 		$2K Hold
112
– – ﹤0.01% 1065
2024
Q3 		$2K Hold
112
– – ﹤0.01% 1055
2024
Q2 		$2K Hold
112
– – ﹤0.01% 1049
2024
Q1 		$2K Hold
112
– – ﹤0.01% 1027
2023
Q4 		$2K Hold
112
– – ﹤0.01% 1005
2023
Q3 		$1K Hold
112
– – ﹤0.01% 1110
2023
Q2 		$1K Buy
112
+87
+348% +$1.03K ﹤0.01% 1124
2023
Q1 		$0 Buy
+25
New +$385 ﹤0.01% 1281

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