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Farther Finance Advisors’s Eastern Bankshares EBC Stock Holding History

Farther Finance 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 		$186K Buy
8,342
+136
+2% +$2.76K ﹤0.01% 2296
2026
Q1 		$162K Buy
8,206
+1,129
+16% +$22.5K ﹤0.01% 2167
2025
Q4 		$130K Buy
7,077
+6,397
+941% +$117K ﹤0.01% 2179
2025
Q3 		$12.3K Buy
680
+38
+6% +$627 ﹤0.01% 3339
2025
Q2 		$9.8K Buy
642
+108
+20% +$1.62K ﹤0.01% 3094
2025
Q1 		$8.77K Buy
534
+96
+22% +$1.67K ﹤0.01% 2806
2024
Q4 		$7.56K Sell
438
-59
-12% -$1.03K ﹤0.01% 2488
2024
Q3 		$8.14K Buy
497
+4
+0.8% +$63 ﹤0.01% 2447
2024
Q2 		$6.81K Buy
493
+10
+2% +$133 ﹤0.01% 2248
2024
Q1 		$6.48K Sell
483
-139
-22% -$1.89K ﹤0.01% 1949
2023
Q4 		$8.83K Buy
+622
New +$7.77K ﹤0.01% 1673
2023
Q3 		– Sell
-2,000
Closed -$24.5K – 2634
2023
Q2 		$24.5K Sell
2,000
-1,558
-44% -$18.4K 0.01% 932
2023
Q1 		$44.9K Buy
3,558
+3,547
+32,245% +$54.6K 0.01% 629
2022
Q4 		$190 Buy
+11
New +$210 ﹤0.01% 2049

Other funds holding EBC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Farther Finance Advisors's EBC Position: Q2 2026 in Review

Farther Finance Advisors increased its Eastern Bankshares (EBC) stake by 1.7% in Q2 2026, buying an estimated $2.76K and bringing the position to 8,342 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Farther Finance Advisors first reported a position in EBC in Q4 2022 and has held it in 14 quarters since. 44 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Farther Finance Advisors held 8,342 shares of Eastern Bankshares worth $186K as of Q2 2026.
  • Farther Finance Advisors bought 136 Eastern Bankshares shares in Q2 2026, an estimated $2.76K.
  • Eastern Bankshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2296 holding.
  • Farther Finance Advisors first reported a position in Eastern Bankshares in Q4 2022 and has held it in 14 quarters since.
  • 44 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.