Gilpin Wealth Management’s Eastern Bankshares EBC Stock Holding History

Gilpin Wealth 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 Q3	–	Sell	-7	Closed	-$156	–	1440
2026 Q2	$156	Buy	+7	New	+$142	﹤0.01%	972

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's EBC Position: Q3 2026 in Review

Gilpin Wealth Management sold out of Eastern Bankshares (EBC) in Q3 2026, closing a stake of 7 shares — an estimated $156 sold.

Gilpin Wealth Management first reported a position in EBC in Q2 2026 and held it in 1 quarter. The position peaked at $156 in Q2 2026. 9 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Gilpin Wealth Management reported no remaining Eastern Bankshares position as of Q3 2026 after selling out during the quarter.
Gilpin Wealth Management sold 7 Eastern Bankshares shares in Q3 2026, an estimated $156.
Gilpin Wealth Management first reported a position in Eastern Bankshares in Q2 2026 and held it in 1 quarter.
Gilpin Wealth Management's Eastern Bankshares position peaked at $156 in Q2 2026.
9 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.