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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
Q2 		$645 Hold
29
– – ﹤0.01% 1264
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 $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 $3.37T AUM 44.26% 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

Financial Consulate's EBC Position: Q2 2026 in Review

Financial Consulate held its Eastern Bankshares (EBC) position steady in Q2 2026 at 29 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Financial Consulate first reported a position in EBC in Q3 2025 and has held it in 4 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Financial Consulate held 29 shares of Eastern Bankshares worth $645 as of Q2 2026.
  • Financial Consulate left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1264 holding.
  • Financial Consulate first reported a position in Eastern Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.