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Financial Consulate’s Eastern Bankshares EBC Stock Holding History

Financial Consulate’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 		$568 Hold
29
– – ﹤0.01% 1212
2025
Q4 		$535 Hold
29
– – ﹤0.01% 1150
2025
Q3 		$527 Buy
+29
New +$478 ﹤0.01% 982

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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

Financial Consulate's EBC Position: Q1 2026 in Review

Financial Consulate held its Eastern Bankshares (EBC) position steady in Q1 2026 at 29 shares worth $568. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Financial Consulate first reported a position in EBC in Q3 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Financial Consulate held 29 shares of Eastern Bankshares worth $568 as of Q1 2026.
  • Financial Consulate left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1212 holding.
  • Financial Consulate first reported a position in Eastern Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.