First Trust Advisors
EBC icon

First Trust Advisors’s Eastern Bankshares EBC Stock Holding History

First Trust 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 		$2.32M Sell
118,627
-7,117
-6% -$142K ﹤0.01% 1848
2025
Q4 		$2.32M Sell
125,744
-1,020,804
-89% -$18.7M ﹤0.01% 1809
2025
Q3 		$20.8M Sell
1,146,548
-1,031,582
-47% -$17M 0.02% 896
2025
Q2 		$33.3M Sell
2,178,130
-1,298,223
-37% -$19.5M 0.03% 737
2025
Q1 		$57M Sell
3,476,353
-1,604,126
-32% -$27.9M 0.05% 488
2024
Q4 		$87.6M Buy
5,080,479
+960,591
+23% +$16.8M 0.08% 311
2024
Q3 		$67.5M Buy
4,119,888
+319,606
+8% +$5.05M 0.06% 377
2024
Q2 		$53.1M Buy
3,800,282
+859,194
+29% +$11.4M 0.05% 436
2024
Q1 		$40.5M Buy
2,941,088
+2,897,910
+6,712% +$39.4M 0.04% 546
2023
Q4 		$613K Buy
+43,178
New +$539K ﹤0.01% 2094
2023
Q2 		– Sell
-110,938
Closed -$1.4M – 2370
2023
Q1 		$1.4M Buy
110,938
+77,120
+228% +$1.19M ﹤0.01% 1848
2022
Q4 		$583K Sell
33,818
-60,545
-64% -$1.16M ﹤0.01% 2138
2022
Q3 		$1.85M Sell
94,363
-434
-0.5% -$8.68K ﹤0.01% 1716
2022
Q2 		$1.75M Buy
94,797
+43,285
+84% +$839K ﹤0.01% 1776
2022
Q1 		$1.11M Buy
51,512
+5,621
+12% +$120K ﹤0.01% 2012
2021
Q4 		$926K Buy
+45,891
New +$953K ﹤0.01% 2090

Other funds holding EBC

BlackRock
BlackRock New York $5.7T 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