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Forum Financial Management’s Eastern Bankshares EBC Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-10,104
Closed -$186K – 531
2025
Q4 		$186K Buy
+10,104
New +$185K ﹤0.01% 979

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Forum Financial Management's EBC Position: Q1 2026 in Review

Forum Financial Management sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 10,104 shares — an estimated $186K sold.

Forum Financial Management first reported a position in EBC in Q4 2025 and held it in 1 quarter. The position peaked at $186K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Forum Financial Management reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,104 Eastern Bankshares shares in Q1 2026, an estimated $186K.
  • Forum Financial Management first reported a position in Eastern Bankshares in Q4 2025 and held it in 1 quarter.
  • Forum Financial Management's Eastern Bankshares position peaked at $186K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.