Covestor
EBC icon

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
Q3 		$152K Buy
7,296
+5,853
+406% +$131K 0.1% 179
2026
Q2 		$32K Buy
1,443
+503
+54% +$10.2K 0.02% 992
2026
Q1 		$18K Buy
940
+930
+9,300% +$18.6K 0.01% 1149
2025
Q4 		$0 Sell
10
-1
-9% -$18 ﹤0.01% 2356
2025
Q3 		$0 Sell
11
-4,514
-100% -$74.5K ﹤0.01% 2378
2025
Q2 		$69K Buy
4,525
+4,514
+41,036% +$67.8K 0.04% 753
2025
Q1 		$0 Hold
11
– – ﹤0.01% 2332
2024
Q4 		$0 Sell
11
-4
-27% -$70 ﹤0.01% 2336
2024
Q3 		$0 Buy
15
+6
+67% +$95 ﹤0.01% 2325
2024
Q2 		$0 Hold
9
– – ﹤0.01% 2336
2024
Q1 		$0 Hold
9
– – ﹤0.01% 2335
2023
Q4 		$0 Sell
9
-4
-31% -$50 ﹤0.01% 2249
2023
Q3 		$0 Sell
13
-14,337
-100% -$193K ﹤0.01% 2225
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% 2015
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Covestor's EBC Position: Q3 2026 in Review

Covestor increased its Eastern Bankshares (EBC) stake by 406% in Q3 2026, buying an estimated $131K and bringing the position to 7,296 shares worth $152K. The position accounts for 0.1% of the portfolio, ranked #179.

Covestor first reported a position in EBC in Q4 2021 and has held it in 20 quarters since. The position peaked at $176K in Q2 2023. 119 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Covestor held 7,296 shares of Eastern Bankshares worth $152K as of Q3 2026.
  • Covestor bought 5,853 Eastern Bankshares shares in Q3 2026, an estimated $131K.
  • Eastern Bankshares made up 0.1% of Covestor's portfolio in Q3 2026, its #179 holding.
  • Covestor first reported a position in Eastern Bankshares in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Eastern Bankshares position peaked at $176K in Q2 2023.
  • 119 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.