Cerity Partners’s Eastern Bankshares EBC Stock Holding History

Cerity Partners’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	$8.8M	Sell	395,642 -7,620	-2%	-$155K	0.01%	832
2026 Q1	$7.89M	Buy	403,262 +345,892	+603%	+$6.9M	0.01%	805
2025 Q4	$1.06M	Buy	57,370 +32,007	+126%	+$586K	﹤0.01%	1692
2025 Q3	$460K	Buy	25,363 +49	+0.2%	+$808	﹤0.01%	2029
2025 Q2	$387K	Sell	25,314 -4,472	-15%	-$67.1K	﹤0.01%	2014
2025 Q1	$488K	Buy	29,786 +8,995	+43%	+$157K	﹤0.01%	1769
2024 Q4	$358K	Buy	20,791 +2,196	+12%	+$38.3K	﹤0.01%	1943
2024 Q3	$305K	Buy	+18,595	New	+$294K	﹤0.01%	2052

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's EBC Position: Q2 2026 in Review

Cerity Partners reduced its Eastern Bankshares (EBC) stake by 1.9% in Q2 2026, selling an estimated $155K and leaving 395,642 shares worth $8.8M. The position accounts for 0.01% of the portfolio, ranked #832.

Cerity Partners first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 309 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Cerity Partners held 395,642 shares of Eastern Bankshares worth $8.8M as of Q2 2026.
Cerity Partners sold 7,620 Eastern Bankshares shares in Q2 2026, an estimated $155K.
Eastern Bankshares made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #832 holding.
Cerity Partners first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
309 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.