Curio Wealth’s Eastern Bankshares EBC Stock Holding History

Curio Wealth’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	–	Sell	-4	Closed	-$78	–	385
2026 Q1	$78	Buy	+4	New	+$80	﹤0.01%	1026

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Curio Wealth's EBC Position: Q2 2026 in Review

Curio Wealth sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 4 shares — an estimated $78 sold.

Curio Wealth first reported a position in EBC in Q1 2026 and held it in 1 quarter. The position peaked at $78 in Q1 2026. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Curio Wealth reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 Eastern Bankshares shares in Q2 2026, an estimated $78.
Curio Wealth first reported a position in Eastern Bankshares in Q1 2026 and held it in 1 quarter.
Curio Wealth's Eastern Bankshares position peaked at $78 in Q1 2026.
327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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