Creative Planning
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Creative Planning’s Eastern Bankshares EBC Stock Holding History

Creative Planning’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 		$5.46M Buy
279,244
+17,216
+7% +$344K ﹤0.01% 1128
2025
Q4 		$4.83M Buy
262,028
+9,609
+4% +$176K ﹤0.01% 1029
2025
Q3 		$4.58M Buy
252,419
+32,925
+15% +$543K ﹤0.01% 938
2025
Q2 		$3.35M Buy
219,494
+13,978
+7% +$210K ﹤0.01% 973
2025
Q1 		$3.37M Buy
205,516
+36,209
+21% +$631K ﹤0.01% 881
2024
Q4 		$2.92M Sell
169,307
-1,822
-1% -$31.8K ﹤0.01% 914
2024
Q3 		$2.8M Buy
171,129
+36,743
+27% +$581K ﹤0.01% 897
2024
Q2 		$1.88M Buy
134,386
+8,857
+7% +$118K ﹤0.01% 1017
2024
Q1 		$1.73M Buy
125,529
+1,651
+1% +$22.4K ﹤0.01% 1029
2023
Q4 		$1.76M Buy
123,878
+8,551
+7% +$107K ﹤0.01% 961
2023
Q3 		$1.45M Buy
115,327
+6,145
+6% +$82.7K ﹤0.01% 998
2023
Q2 		$1.34M Buy
109,182
+48,367
+80% +$573K ﹤0.01% 989
2023
Q1 		$767K Sell
60,815
-7,858
-11% -$121K ﹤0.01% 1216
2022
Q4 		$1.18M Buy
68,673
+77
+0.1% +$1.47K ﹤0.01% 958
2022
Q3 		$1.35M Buy
68,596
+304
+0.4% +$6.08K ﹤0.01% 834
2022
Q2 		$1.26M Buy
68,292
+847
+1% +$16.4K ﹤0.01% 873
2022
Q1 		$1.45M Hold
67,445
– – ﹤0.01% 829
2021
Q4 		$1.36M Hold
67,445
– – ﹤0.01% 820
2021
Q3 		$1.37M Buy
67,445
+46,744
+226% +$895K ﹤0.01% 809
2021
Q2 		$426K Sell
20,701
-42,644
-67% -$904K ﹤0.01% 1365
2021
Q1 		$1.22M Buy
63,345
+40,000
+171% +$695K ﹤0.01% 932
2020
Q4 		$381K Buy
+23,345
New +$332K ﹤0.01% 1468

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
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

Creative Planning's EBC Position: Q1 2026 in Review

Creative Planning increased its Eastern Bankshares (EBC) stake by 6.6% in Q1 2026, buying an estimated $344K and bringing the position to 279,244 shares worth $5.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Creative Planning first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Creative Planning held 279,244 shares of Eastern Bankshares worth $5.46M as of Q1 2026.
  • Creative Planning bought 17,216 Eastern Bankshares shares in Q1 2026, an estimated $344K.
  • Eastern Bankshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1128 holding.
  • Creative Planning first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.