Covestor’s Eastern Bankshares EBC Stock Holding History

Covestor’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	$18K	Buy	940 +930	+9,300%	+$18.6K	0.01%	1149
2025 Q4	$0	Sell	10 -1	-9%	-$18	﹤0.01%	2363
2025 Q3	$0	Sell	11 -4,514	-100%	-$74.5K	﹤0.01%	2384
2025 Q2	$69K	Buy	4,525 +4,514	+41,036%	+$67.8K	0.04%	753
2025 Q1	$0	Hold	11	–	–	﹤0.01%	2333
2024 Q4	$0	Sell	11 -4	-27%	-$70	﹤0.01%	2339
2024 Q3	$0	Buy	15 +6	+67%	+$95	﹤0.01%	2326
2024 Q2	$0	Hold	9	–	–	﹤0.01%	2340
2024 Q1	$0	Hold	9	–	–	﹤0.01%	2343
2023 Q4	$0	Sell	9 -4	-31%	-$50	﹤0.01%	2257
2023 Q3	$0	Sell	13 -14,337	-100%	-$193K	﹤0.01%	2234
2023 Q2	$176K	Buy	14,350 +3,021	+27%	+$35.8K	0.13%	164
2023 Q1	$143K	Buy	11,329 +3,056	+37%	+$47.1K	0.12%	211
2022 Q4	$143K	Sell	8,273 -392	-5%	-$7.5K	0.12%	237
2022 Q3	$170K	Buy	8,665 +8,643	+39,286%	+$173K	0.15%	119
2022 Q2	$0	Sell	22 -3	-12%	-$58	﹤0.01%	2020
2022 Q1	$1K	Sell	25 -12	-32%	-$256	﹤0.01%	1780
2021 Q4	$1K	Buy	+37	New	+$768	﹤0.01%	1719

Other funds holding EBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return