DiNuzzo Private Wealth’s Eastern Bankshares EBC Stock Holding History

DiNuzzo Private 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 Q3	$649	Hold	31	–	–	﹤0.01%	1020
2026 Q2	$690	Hold	31	–	–	﹤0.01%	1011
2026 Q1	$607	Hold	31	–	–	﹤0.01%	1028
2025 Q4	$572	Hold	31	–	–	﹤0.01%	1046
2025 Q3	$531	Hold	31	–	–	﹤0.01%	1072
2025 Q2	$474	Sell	31 -12	-28%	-$180	﹤0.01%	1082
2025 Q1	$706	Buy	43 +28	+187%	+$488	﹤0.01%	941
2024 Q4	$259	Hold	15	–	–	﹤0.01%	1241
2024 Q3	$246	Hold	15	–	–	﹤0.01%	1273
2024 Q2	$210	Buy	15 +3	+25%	+$40	﹤0.01%	1263
2024 Q1	$166	Hold	12	–	–	﹤0.01%	1225
2023 Q4	$171	Buy	+12	New	+$150	﹤0.01%	1244

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

DiNuzzo Private Wealth's EBC Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Eastern Bankshares (EBC) position steady in Q3 2026 at 31 shares worth $649. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

DiNuzzo Private Wealth first reported a position in EBC in Q4 2023 and has held it in 12 quarters since. The position peaked at $706 in Q1 2025. 70 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

DiNuzzo Private Wealth held 31 shares of Eastern Bankshares worth $649 as of Q3 2026.
DiNuzzo Private Wealth left its Eastern Bankshares share count unchanged in Q3 2026.
Eastern Bankshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1020 holding.
DiNuzzo Private Wealth first reported a position in Eastern Bankshares in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Eastern Bankshares position peaked at $706 in Q1 2025.
70 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.