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Choate Investment Advisors’s Eastern Bankshares EBC Stock Holding History

Choate Investment 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
Q1 		– Sell
-10,580
Closed -$195K – 442
2025
Q4 		$195K Hold
10,580
– – ﹤0.01% 429
2025
Q3 		$192K Hold
10,580
– – ﹤0.01% 415
2025
Q2 		$162K Hold
10,580
– – ﹤0.01% 408
2025
Q1 		$174K Sell
10,580
-12
-0.1% -$209 ﹤0.01% 384
2024
Q4 		$183K Sell
10,592
-17
-0.2% -$297 ﹤0.01% 389
2024
Q3 		$174K Buy
+10,609
New +$168K ﹤0.01% 377

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 $3.38T AUM 44.17% 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

Choate Investment Advisors's EBC Position: Q1 2026 in Review

Choate Investment Advisors sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 10,580 shares — an estimated $195K sold.

Choate Investment Advisors first reported a position in EBC in Q3 2024 and held it in 6 quarters. The position peaked at $195K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Choate Investment Advisors reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Choate Investment Advisors sold 10,580 Eastern Bankshares shares in Q1 2026, an estimated $195K.
  • Choate Investment Advisors first reported a position in Eastern Bankshares in Q3 2024 and held it in 6 quarters.
  • Choate Investment Advisors's Eastern Bankshares position peaked at $195K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.