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 Q2	$2K	Hold	112	–	–	﹤0.01%	1106
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 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

Capital Advisors Ltd's EBC Position: Q2 2026 in Review

Capital Advisors Ltd held its Eastern Bankshares (EBC) position steady in Q2 2026 at 112 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Capital Advisors Ltd first reported a position in EBC in Q1 2023 and has held it in 14 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Capital Advisors Ltd held 112 shares of Eastern Bankshares worth $2K as of Q2 2026.
Capital Advisors Ltd left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1106 holding.
Capital Advisors Ltd first reported a position in Eastern Bankshares in Q1 2023 and has held it in 14 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.