C
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
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

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

Covestor's EBC Position: Q2 2026 in Review

Covestor increased its Eastern Bankshares (EBC) stake by 54% in Q2 2026, buying an estimated $10.2K and bringing the position to 1,443 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #992.

Covestor first reported a position in EBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $176K in Q2 2023. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Covestor held 1,443 shares of Eastern Bankshares worth $32K as of Q2 2026.
  • Covestor bought 503 Eastern Bankshares shares in Q2 2026, an estimated $10.2K.
  • Eastern Bankshares made up 0.02% of Covestor's portfolio in Q2 2026, its #992 holding.
  • Covestor first reported a position in Eastern Bankshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Eastern Bankshares position peaked at $176K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.