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Essential Partners’s Eastern Bankshares EBC Stock Holding History

Essential Partners’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 		$3.85K Sell
173
-463
-73% -$9.4K ﹤0.01% 1662
2026
Q1 		$12.4K Hold
636
– – ﹤0.01% 1142
2025
Q4 		$11.7K Buy
+636
New +$11.6K ﹤0.01% 1108

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 $3.38T AUM 44.17% 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

Essential Partners's EBC Position: Q2 2026 in Review

Essential Partners reduced its Eastern Bankshares (EBC) stake by 73% in Q2 2026, selling an estimated $9.4K and leaving 173 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

Essential Partners first reported a position in EBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.4K in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Essential Partners held 173 shares of Eastern Bankshares worth $3.85K as of Q2 2026.
  • Essential Partners sold 463 Eastern Bankshares shares in Q2 2026, an estimated $9.4K.
  • Eastern Bankshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1662 holding.
  • Essential Partners first reported a position in Eastern Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Essential Partners's Eastern Bankshares position peaked at $12.4K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.