Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Eastern Bankshares EBC Stock Holding History

Carson Wealth (CWM LLC)’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 		$222K Sell
11,368
-71
-0.6% -$1.42K ﹤0.01% 2649
2025
Q4 		$211K Buy
11,439
+7,721
+208% +$141K ﹤0.01% 2527
2025
Q3 		$67K Buy
3,718
+856
+30% +$14.1K ﹤0.01% 3287
2025
Q2 		$44K Buy
2,862
+1,360
+91% +$20.4K ﹤0.01% 3377
2025
Q1 		$25K Buy
1,502
+403
+37% +$7.02K ﹤0.01% 3511
2024
Q4 		$19K Sell
1,099
-4,775
-81% -$83.4K ﹤0.01% 3465
2024
Q3 		$96K Buy
5,874
+5,478
+1,383% +$86.6K ﹤0.01% 2215
2024
Q2 		$6K Buy
396
+82
+26% +$1.09K ﹤0.01% 3762
2024
Q1 		$4K Buy
314
+3
+1% +$41 ﹤0.01% 3748
2023
Q4 		$4K Sell
311
-64
-17% -$799 ﹤0.01% 3588
2023
Q3 		$5K Hold
375
– – ﹤0.01% 3438
2023
Q2 		$5K Buy
375
+133
+55% +$1.57K ﹤0.01% 3428
2023
Q1 		$3K Buy
+242
New +$3.73K ﹤0.01% 3484
2022
Q4 		– Sell
-26
Closed -$1K – 4032
2022
Q3 		$1K Buy
+26
New +$520 ﹤0.01% 3633
2022
Q2 		– Sell
-13
Closed – – 3860
2022
Q1 		$0 Buy
+13
New +$277 ﹤0.01% 3595

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EBC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Eastern Bankshares (EBC) stake by 0.62% in Q1 2026, selling an estimated $1.42K and leaving 11,368 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Carson Wealth (CWM LLC) first reported a position in EBC in Q1 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,368 shares of Eastern Bankshares worth $222K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 71 Eastern Bankshares shares in Q1 2026, an estimated $1.42K.
  • Eastern Bankshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2649 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eastern Bankshares in Q1 2022 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.