Financial Engines Advisors
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Financial Engines Advisors’s Eastern Bankshares EBC Stock Holding History

Financial Engines 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 		$431K Hold
22,014
– – ﹤0.01% 413
2025
Q4 		$406K Buy
+22,014
New +$403K ﹤0.01% 424

Other funds holding EBC

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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 Engines Advisors's EBC Position: Q1 2026 in Review

Financial Engines Advisors held its Eastern Bankshares (EBC) position steady in Q1 2026 at 22,014 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Financial Engines Advisors first reported a position in EBC in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Financial Engines Advisors held 22,014 shares of Eastern Bankshares worth $431K as of Q1 2026.
  • Financial Engines Advisors left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #413 holding.
  • Financial Engines Advisors first reported a position in Eastern Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.