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Global Financial Private Client’s Eastern Bankshares EBC Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-35
Closed -$574 – 615
2025
Q1 		$574 Buy
35
+26
+289% +$453 ﹤0.01% 1233
2024
Q4 		$155 Buy
+9
New +$157 ﹤0.01% 1363

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Global Financial Private Client's EBC Position: Q2 2025 in Review

Global Financial Private Client sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 35 shares — an estimated $574 sold.

Global Financial Private Client first reported a position in EBC in Q4 2024 and held it in 2 quarters. The position peaked at $574 in Q1 2025. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • Global Financial Private Client reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 35 Eastern Bankshares shares in Q2 2025, an estimated $574.
  • Global Financial Private Client first reported a position in Eastern Bankshares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Eastern Bankshares position peaked at $574 in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.