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Clearstead Advisors’s Eastern Bankshares EBC Stock Holding History

Clearstead 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
Q2 		$646 Buy
+29
New +$589 ﹤0.01% 2845

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

Clearstead Advisors's EBC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Eastern Bankshares (EBC) in Q2 2026: 29 shares worth $646. The stake represents ﹤0.01% of the portfolio and ranks #2845 among its holdings.

327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Clearstead Advisors held 29 shares of Eastern Bankshares worth $646 as of Q2 2026.
  • Eastern Bankshares was a new Clearstead Advisors position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2845 holding.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.