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Genesis Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Genesis Wealth 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 		$415K Hold
21,234
– – 0.28% 38
2025
Q4 		$391K Buy
+21,234
New +$389K 0.27% 40

Other funds holding EBC

BlackRock
BlackRock New York $5.72T 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

Genesis Wealth Advisors's EBC Position: Q1 2026 in Review

Genesis Wealth Advisors held its Eastern Bankshares (EBC) position steady in Q1 2026 at 21,234 shares worth $415K. The position accounts for 0.28% of the portfolio, ranked #38.

Genesis Wealth Advisors first reported a position in EBC in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Genesis Wealth Advisors held 21,234 shares of Eastern Bankshares worth $415K as of Q1 2026.
  • Genesis Wealth Advisors left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up 0.28% of Genesis Wealth Advisors's portfolio in Q1 2026, its #38 holding.
  • Genesis Wealth Advisors first reported a position in Eastern Bankshares in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.