Congress Wealth Management’s Eastern Bankshares EBC Stock Holding History

Congress Wealth Management’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 Q2	$817K	Buy	53,522 +101	+0.2%	+$1.52K	0.01%	761
2025 Q1	$876K	Sell	53,421 -143,079	-73%	-$2.49M	0.01%	666
2024 Q4	$3.39M	Buy	196,500 +146,500	+293%	+$2.56M	0.05%	337
2024 Q3	$820K	Hold	50,000	–	–	0.01%	550
2024 Q2	$699K	Buy	+50,000	New	+$664K	0.01%	484
2024 Q1	–	Sell	-196,500	Closed	-$2.79M	–	595
2023 Q4	$2.79M	Buy	+196,500	New	+$2.45M	0.05%	283
2023 Q3	–	Sell	-196,500	Closed	-$2.41M	–	606
2023 Q2	$2.41M	Hold	196,500	–	–	0.06%	240
2023 Q1	$2.48M	Hold	196,500	–	–	0.06%	247
2022 Q4	$3.39M	Hold	196,500	–	–	0.09%	214
2022 Q3	$3.86M	Hold	196,500	–	–	0.1%	202
2022 Q2	$3.63M	Hold	196,500	–	–	0.09%	217
2022 Q1	$4.23M	Hold	196,500	–	–	0.09%	224
2021 Q4	$3.96M	Buy	+196,500	New	+$4.08M	0.08%	248

Other funds holding EBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Congress Wealth Management's EBC Position: Q2 2025 in Review

Congress Wealth Management increased its Eastern Bankshares (EBC) stake by 0.19% in Q2 2025, buying an estimated $1.52K and bringing the position to 53,522 shares worth $817K. The position accounts for 0.01% of the portfolio, ranked #761.

Congress Wealth Management first reported a position in EBC in Q4 2021 and has held it in 13 quarters since. The position peaked at $4.23M in Q1 2022. 286 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

Congress Wealth Management held 53,522 shares of Eastern Bankshares worth $817K as of Q2 2025.
Congress Wealth Management bought 101 Eastern Bankshares shares in Q2 2025, an estimated $1.52K.
Eastern Bankshares made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #761 holding.
Congress Wealth Management first reported a position in Eastern Bankshares in Q4 2021 and has held it in 13 quarters since.
Congress Wealth Management's Eastern Bankshares position peaked at $4.23M in Q1 2022.
286 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.