Cetera Investment Advisers
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Cetera Investment Advisers’s Eastern Bankshares EBC Stock Holding History

Cetera Investment Advisers’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 		– Sell
-12,961
Closed -$239K – 4854
2025
Q4 		$239K Sell
12,961
-11,777
-48% -$216K ﹤0.01% 4106
2025
Q3 		$449K Buy
24,738
+12,358
+100% +$204K ﹤0.01% 3461
2025
Q2 		$189K Buy
12,380
+2,058
+20% +$30.9K ﹤0.01% 3741
2025
Q1 		$169K Buy
+10,322
New +$180K ﹤0.01% 3656
2024
Q3 		– Sell
-10,629
Closed -$149K – 3783
2024
Q2 		$149K Sell
10,629
-3,480
-25% -$46.2K ﹤0.01% 3442
2024
Q1 		$194K Buy
14,109
+3,875
+38% +$52.6K ﹤0.01% 3365
2023
Q4 		$145K Buy
10,234
+20
+0.2% +$250 ﹤0.01% 2100
2023
Q3 		$128K Sell
10,214
-489
-5% -$6.58K ﹤0.01% 2056
2023
Q2 		$131K Hold
10,703
– – ﹤0.01% 2060
2023
Q1 		$135K Sell
10,703
-17
-0.2% -$262 ﹤0.01% 2021
2022
Q4 		$185K Sell
10,720
-280
-3% -$5.36K ﹤0.01% 1918
2022
Q3 		$216K Sell
11,000
-2,000
-15% -$40K ﹤0.01% 1458
2022
Q2 		$240K Sell
13,000
-1,900
-13% -$36.8K ﹤0.01% 1562
2022
Q1 		$321K Hold
14,900
– – ﹤0.01% 1432
2021
Q4 		$301K Sell
14,900
-2,300
-13% -$47.7K ﹤0.01% 1491
2021
Q3 		$349K Hold
17,200
– – 0.01% 1340
2021
Q2 		$354K Hold
17,200
– – 0.01% 1309
2021
Q1 		$332K Buy
17,200
+1,700
+11% +$29.6K 0.01% 1202
2020
Q4 		$253K Buy
+15,500
New +$220K 0.01% 1336

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

Cetera Investment Advisers's EBC Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 12,961 shares — an estimated $239K sold.

Cetera Investment Advisers first reported a position in EBC in Q4 2020 and held it in 19 quarters. The position peaked at $449K in Q3 2025. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,961 Eastern Bankshares shares in Q1 2026, an estimated $239K.
  • Cetera Investment Advisers first reported a position in Eastern Bankshares in Q4 2020 and held it in 19 quarters.
  • Cetera Investment Advisers's Eastern Bankshares position peaked at $449K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.