Fortitude Family Office’s Eastern Bankshares EBC Stock Holding History

Fortitude Family Office’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	$4.2K	Buy	189 +75	+66%	+$1.52K	﹤0.01%	1167
2026 Q1	$2.23K	Buy	114 +76	+200%	+$1.52K	﹤0.01%	1251
2025 Q4	$700	Sell	38 -9	-19%	-$165	﹤0.01%	1591
2025 Q3	$853	Hold	47	–	–	﹤0.01%	1601
2025 Q2	$718	Buy	+47	New	+$706	﹤0.01%	1652

Other funds holding EBC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fortitude Family Office's EBC Position: Q2 2026 in Review

Fortitude Family Office increased its Eastern Bankshares (EBC) stake by 66% in Q2 2026, buying an estimated $1.52K and bringing the position to 189 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Fortitude Family Office first reported a position in EBC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Fortitude Family Office held 189 shares of Eastern Bankshares worth $4.2K as of Q2 2026.
Fortitude Family Office bought 75 Eastern Bankshares shares in Q2 2026, an estimated $1.52K.
Eastern Bankshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1167 holding.
Fortitude Family Office first reported a position in Eastern Bankshares in Q2 2025 and has held it in 5 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.