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
Q2 		$203K Buy
+9,116
New +$185K ﹤0.01% 4487
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 $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

Cetera Investment Advisers's EBC Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in Eastern Bankshares (EBC) in Q2 2026: 9,116 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #4487 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in EBC as recently as Q4 2025.

Cetera Investment Advisers first reported a position in EBC in Q4 2020 and has held it in 20 quarters since. The position peaked at $449K in Q3 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Cetera Investment Advisers held 9,116 shares of Eastern Bankshares worth $203K as of Q2 2026.
  • Eastern Bankshares was a new Cetera Investment Advisers position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4487 holding.
  • Cetera Investment Advisers first reported a position in Eastern Bankshares in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Eastern Bankshares position peaked at $449K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.