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Crestwood Advisors Group’s Eastern Bankshares EBC Stock Holding History

Crestwood Advisors Group’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 		$1.41M Buy
63,489
+24
+0% +$487 0.02% 275
2026
Q1 		$1.24M Buy
63,465
+30,301
+91% +$605K 0.02% 284
2025
Q4 		$611K Sell
33,164
-241
-0.7% -$4.41K 0.01% 353
2025
Q3 		$606K Buy
33,405
+3,604
+12% +$59.5K 0.01% 344
2025
Q2 		$455K Sell
29,801
-12,189
-29% -$183K 0.01% 364
2025
Q1 		$689K Sell
41,990
-1,638
-4% -$28.5K 0.01% 305
2024
Q4 		$753K Sell
43,628
-8,570
-16% -$150K 0.01% 265
2024
Q3 		$856K Buy
+52,198
New +$825K 0.02% 241

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

Crestwood Advisors Group's EBC Position: Q2 2026 in Review

Crestwood Advisors Group increased its Eastern Bankshares (EBC) stake by 0.04% in Q2 2026, buying an estimated $487 and bringing the position to 63,489 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #275.

Crestwood Advisors Group first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Crestwood Advisors Group held 63,489 shares of Eastern Bankshares worth $1.41M as of Q2 2026.
  • Crestwood Advisors Group bought 24 Eastern Bankshares shares in Q2 2026, an estimated $487.
  • Eastern Bankshares made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #275 holding.
  • Crestwood Advisors Group first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.