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Compass Planning Associates’s Eastern Bankshares EBC Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-750
Closed -$11.5K – 54
2025
Q2 		$11.5K Hold
750
– – 0.01% 90
2025
Q1 		$12.3K Hold
750
– – 0.01% 92
2024
Q4 		$12.9K Buy
+750
New +$13.1K 0.01% 94

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Compass Planning Associates's EBC Position: Q3 2025 in Review

Compass Planning Associates sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 750 shares — an estimated $11.5K sold.

Compass Planning Associates first reported a position in EBC in Q4 2024 and held it in 3 quarters. The position peaked at $12.9K in Q4 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Compass Planning Associates reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 750 Eastern Bankshares shares in Q3 2025, an estimated $11.5K.
  • Compass Planning Associates first reported a position in Eastern Bankshares in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Eastern Bankshares position peaked at $12.9K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.