EverSource Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

EverSource 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	$20.9K	Sell	938 -1,228	-57%	-$24.9K	﹤0.01%	2398
2026 Q1	$42.4K	Buy	2,166 +529	+32%	+$10.6K	﹤0.01%	2020
2025 Q4	$30.2K	Buy	1,637 +762	+87%	+$14K	﹤0.01%	2099
2025 Q3	$15.9K	Sell	875 -49	-5%	-$808	﹤0.01%	2526
2025 Q2	$14.1K	Buy	924 +536	+138%	+$8.05K	﹤0.01%	2569
2025 Q1	$6.36K	Buy	388 +262	+208%	+$4.56K	﹤0.01%	2374
2024 Q4	$2.17K	Sell	126 -31	-20%	-$541	﹤0.01%	2685
2024 Q3	$2.57K	Buy	157 +30	+24%	+$474	﹤0.01%	2457
2024 Q2	$2.11K	Sell	127 -30	-19%	-$399	﹤0.01%	2534
2024 Q1	$1.97K	Buy	+157	New	+$2.13K	﹤0.01%	2390
2023 Q2	–	Sell	-724	Closed	-$9.14K	–	2520
2023 Q1	$9.14K	Buy	+724	New	+$11.2K	﹤0.01%	1408

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Eastern Bankshares (EBC) stake by 57% in Q2 2026, selling an estimated $24.9K and leaving 938 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

EverSource Wealth Advisors first reported a position in EBC in Q1 2023 and has held it in 11 quarters since. The position peaked at $42.4K in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

EverSource Wealth Advisors held 938 shares of Eastern Bankshares worth $20.9K as of Q2 2026.
EverSource Wealth Advisors sold 1,228 Eastern Bankshares shares in Q2 2026, an estimated $24.9K.
Eastern Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2398 holding.
EverSource Wealth Advisors first reported a position in Eastern Bankshares in Q1 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Eastern Bankshares position peaked at $42.4K in Q1 2026.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.