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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EP Wealth Advisors's EBC Position: Q1 2026 in Review

EP Wealth Advisors increased its Eastern Bankshares (EBC) stake by 9.8% in Q1 2026, buying an estimated $25K and bringing the position to 14,031 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

EP Wealth Advisors first reported a position in EBC in Q3 2024 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

EP Wealth Advisors held 14,031 shares of Eastern Bankshares worth $274K as of Q1 2026.
EP Wealth Advisors bought 1,253 Eastern Bankshares shares in Q1 2026, an estimated $25K.
Eastern Bankshares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1220 holding.
EP Wealth Advisors first reported a position in Eastern Bankshares in Q3 2024 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.