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 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 $6.53B AUM 30.05% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

DiNuzzo Private Wealth's EBC Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Eastern Bankshares (EBC) position steady in Q2 2026 at 31 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

DiNuzzo Private Wealth first reported a position in EBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $706 in Q1 2025. 85 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

DiNuzzo Private Wealth held 31 shares of Eastern Bankshares worth $690 as of Q2 2026.
DiNuzzo Private Wealth left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1011 holding.
DiNuzzo Private Wealth first reported a position in Eastern Bankshares in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Eastern Bankshares position peaked at $706 in Q1 2025.
85 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.