PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Eastern Bankshares EBC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$231K	Buy	10,402 +402	+4%	+$8.16K	0.06%	165
2026 Q1	$196K	Hold	10,000	–	–	0.06%	172
2025 Q4	$184K	Hold	10,000	–	–	0.05%	173
2025 Q3	$182K	Hold	10,000	–	–	0.06%	154
2025 Q2	$153K	Hold	10,000	–	–	0.05%	159
2025 Q1	$164K	Hold	10,000	–	–	0.06%	149
2024 Q4	$173K	Hold	10,000	–	–	0.07%	145
2024 Q3	$164K	Hold	10,000	–	–	0.08%	105
2024 Q2	$140K	Hold	10,000	–	–	0.08%	121
2024 Q1	$138K	Hold	10,000	–	–	0.09%	119
2023 Q4	$142K	Hold	10,000	–	–	0.09%	122
2023 Q3	$125K	Hold	10,000	–	–	0.09%	115
2023 Q2	$123K	Hold	10,000	–	–	0.09%	114
2023 Q1	$126K	Hold	10,000	–	–	0.1%	107
2022 Q4	$173K	Buy	+10,000	New	+$191K	0.15%	81

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EBC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Eastern Bankshares (EBC) stake by 4% in Q2 2026, buying an estimated $8.16K and bringing the position to 10,402 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #165.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EBC in Q4 2022 and has held it in 15 quarters since. 149 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 10,402 shares of Eastern Bankshares worth $231K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 402 Eastern Bankshares shares in Q2 2026, an estimated $8.16K.
Eastern Bankshares made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #165 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Eastern Bankshares in Q4 2022 and has held it in 15 quarters since.
149 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.