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
Q2 		$692K Buy
31,127
+4,181
+16% +$84.9K ﹤0.01% 1964
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 $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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's EBC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Eastern Bankshares (EBC) stake by 16% in Q2 2026, buying an estimated $84.9K and bringing the position to 31,127 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

CAPTRUST Financial Advisors first reported a position in EBC in Q1 2021 and has held it in 17 quarters since. The position peaked at $829K in Q1 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • CAPTRUST Financial Advisors held 31,127 shares of Eastern Bankshares worth $692K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,181 Eastern Bankshares shares in Q2 2026, an estimated $84.9K.
  • Eastern Bankshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1964 holding.
  • CAPTRUST Financial Advisors first reported a position in Eastern Bankshares in Q1 2021 and has held it in 17 quarters since.
  • CAPTRUST Financial Advisors's Eastern Bankshares position peaked at $829K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.