CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Eastern Bankshares EBC Stock Holding History

CAPTRUST Financial Advisors’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 		$527K Buy
26,946
+80
+0.3% +$1.6K ﹤0.01% 1998
2025
Q4 		$495K Buy
26,866
+4,083
+18% +$74.8K ﹤0.01% 1907
2025
Q3 		$414K Buy
22,783
+1,813
+9% +$29.9K ﹤0.01% 1953
2025
Q2 		$320K Sell
20,970
-437
-2% -$6.56K ﹤0.01% 2010
2025
Q1 		$351K Buy
21,407
+2,997
+16% +$52.2K ﹤0.01% 1856
2024
Q4 		$318K Sell
18,410
-213
-1% -$3.72K ﹤0.01% 1877
2024
Q3 		$305K Buy
+18,623
New +$294K ﹤0.01% 1871
2023
Q3 		– Sell
-27,263
Closed -$335K – 2652
2023
Q2 		$335K Buy
27,263
+17,037
+167% +$202K ﹤0.01% 1889
2023
Q1 		$129K Buy
+10,226
New +$158K ﹤0.01% 2127
2022
Q4 		– Sell
-38,900
Closed -$764K – 2097
2022
Q3 		$764K Buy
38,900
+2
+0% +$40 ﹤0.01% 1056
2022
Q2 		$718K Buy
38,898
+415
+1% +$8.04K ﹤0.01% 989
2022
Q1 		$829K Sell
38,483
-970
-2% -$20.7K 0.01% 925
2021
Q4 		$796K Buy
39,453
+258
+0.7% +$5.36K 0.01% 907
2021
Q3 		$796K Buy
39,195
+13,445
+52% +$257K 0.01% 841
2021
Q2 		$530K Buy
25,750
+10,195
+66% +$216K ﹤0.01% 958
2021
Q1 		$300K Buy
+15,555
New +$270K ﹤0.01% 1231

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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

CAPTRUST Financial Advisors's EBC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Eastern Bankshares (EBC) stake by 0.3% in Q1 2026, buying an estimated $1.6K and bringing the position to 26,946 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

CAPTRUST Financial Advisors first reported a position in EBC in Q1 2021 and has held it in 16 quarters since. The position peaked at $829K in Q1 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • CAPTRUST Financial Advisors held 26,946 shares of Eastern Bankshares worth $527K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 80 Eastern Bankshares shares in Q1 2026, an estimated $1.6K.
  • Eastern Bankshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1998 holding.
  • CAPTRUST Financial Advisors first reported a position in Eastern Bankshares in Q1 2021 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Eastern Bankshares position peaked at $829K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.