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Finer Wealth Management’s Eastern Bankshares EBC Stock Holding History

Finer Wealth Management’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
2025
Q3 		– Sell
-26,775
Closed -$409K – 88
2025
Q2 		$409K Buy
26,775
+130
+0.5% +$1.95K 0.22% 61
2025
Q1 		$437K Buy
26,645
+109
+0.4% +$1.9K 0.26% 58
2024
Q4 		$458K Sell
26,536
-1,653
-6% -$28.9K 0.26% 58
2024
Q3 		$462K Buy
28,189
+98
+0.3% +$1.55K 0.29% 59
2024
Q2 		$393K Buy
28,091
+120
+0.4% +$1.59K 0.25% 59
2024
Q1 		$385K Sell
27,971
-3,786
-12% -$51.4K 0.25% 61
2023
Q4 		$451K Buy
31,757
+194
+0.6% +$2.42K 0.34% 53
2023
Q3 		$396K Buy
31,563
+188
+0.6% +$2.53K 0.32% 57
2023
Q2 		$385K Buy
31,375
+195
+0.6% +$2.31K 0.3% 58
2023
Q1 		$393K Buy
31,180
+207
+0.7% +$3.19K 0.33% 59
2022
Q4 		$534K Sell
30,973
-158
-0.5% -$3.02K 0.5% 49
2022
Q3 		$611K Buy
31,131
+5,125
+20% +$102K 0.6% 40
2022
Q2 		$480K Buy
26,006
+138
+0.5% +$2.67K 0.44% 51
2022
Q1 		$557K Buy
25,868
+7,613
+42% +$162K 0.45% 48
2021
Q4 		$368K Buy
+18,255
New +$379K 0.31% 65

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Finer Wealth Management's EBC Position: Q3 2025 in Review

Finer Wealth Management sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 26,775 shares — an estimated $409K sold.

Finer Wealth Management first reported a position in EBC in Q4 2021 and held it in 15 quarters. The position peaked at $611K in Q3 2022. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Finer Wealth Management reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Finer Wealth Management sold 26,775 Eastern Bankshares shares in Q3 2025, an estimated $409K.
  • Finer Wealth Management first reported a position in Eastern Bankshares in Q4 2021 and held it in 15 quarters.
  • Finer Wealth Management's Eastern Bankshares position peaked at $611K in Q3 2022.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Finer Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.