EWA
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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
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 – 2523
2023
Q1 		$9.14K Buy
+724
New +$11.2K ﹤0.01% 1408

Other funds holding EBC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return