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EP Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

EP Wealth Advisors’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
-14,031
Closed -$274K – 1764
2026
Q1 		$274K Buy
14,031
+1,253
+10% +$25K ﹤0.01% 1220
2025
Q4 		$235K Buy
+12,778
New +$234K ﹤0.01% 1283
2025
Q1 		– Sell
-13,845
Closed -$239K – 1309
2024
Q4 		$239K Sell
13,845
-321
-2% -$5.61K ﹤0.01% 975
2024
Q3 		$232K Buy
+14,166
New +$224K ﹤0.01% 971

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

EP Wealth Advisors's EBC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 14,031 shares — an estimated $274K sold.

EP Wealth Advisors first reported a position in EBC in Q3 2024 and held it in 4 quarters. The position peaked at $274K in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 14,031 Eastern Bankshares shares in Q2 2026, an estimated $274K.
  • EP Wealth Advisors first reported a position in Eastern Bankshares in Q3 2024 and held it in 4 quarters.
  • EP Wealth Advisors's Eastern Bankshares position peaked at $274K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.