Focus Partners Wealth
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Focus Partners Wealth’s Eastern Bankshares EBC Stock Holding History

Focus Partners Wealth’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 		$6.12M Sell
275,388
-8,673
-3% -$176K 0.01% 873
2026
Q1 		$5.56M Sell
284,061
-1,516
-0.5% -$30.2K 0.01% 899
2025
Q4 		$5.26M Buy
285,577
+211,840
+287% +$3.88M 0.01% 921
2025
Q3 		$1.32M Buy
73,737
+3,055
+4% +$50.4K ﹤0.01% 1173
2025
Q2 		$1.08M Buy
70,682
+10,760
+18% +$162K ﹤0.01% 1109
2025
Q1 		$983K Sell
59,922
-20,140
-25% -$351K ﹤0.01% 1077
2024
Q4 		$1.38M Buy
+80,062
New +$1.4M ﹤0.01% 962

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

Focus Partners Wealth's EBC Position: Q2 2026 in Review

Focus Partners Wealth reduced its Eastern Bankshares (EBC) stake by 3.1% in Q2 2026, selling an estimated $176K and leaving 275,388 shares worth $6.12M. The position accounts for 0.01% of the portfolio, ranked #873.

Focus Partners Wealth first reported a position in EBC in Q4 2024 and has held it in 7 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Focus Partners Wealth held 275,388 shares of Eastern Bankshares worth $6.12M as of Q2 2026.
  • Focus Partners Wealth sold 8,673 Eastern Bankshares shares in Q2 2026, an estimated $176K.
  • Eastern Bankshares made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #873 holding.
  • Focus Partners Wealth first reported a position in Eastern Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.