Corient Private Wealth
EBC icon

Corient Private Wealth’s Eastern Bankshares EBC Stock Holding History

Corient Private Wealth’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 		$3.27M Buy
147,041
+399
+0.3% +$8.1K ﹤0.01% 1076
2026
Q1 		$2.87M Buy
+146,642
New +$2.93M ﹤0.01% 1075

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

Corient Private Wealth's EBC Position: Q2 2026 in Review

Corient Private Wealth increased its Eastern Bankshares (EBC) stake by 0.27% in Q2 2026, buying an estimated $8.1K and bringing the position to 147,041 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Corient Private Wealth first reported a position in EBC in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Corient Private Wealth held 147,041 shares of Eastern Bankshares worth $3.27M as of Q2 2026.
  • Corient Private Wealth bought 399 Eastern Bankshares shares in Q2 2026, an estimated $8.1K.
  • Eastern Bankshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1076 holding.
  • Corient Private Wealth first reported a position in Eastern Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.