Global Retirement Partners’s Eastern Bankshares EBC Stock Holding History

Global Retirement Partners’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	$2.74K	Buy	+123	New	+$2.5K	﹤0.01%	3898
2025 Q4	$2.27K	Hold	123	–	–	﹤0.01%	3688
2025 Q3	$2.23K	Hold	123	–	–	﹤0.01%	3290
2025 Q2	$1.88K	Buy	+123	New	+$1.85K	﹤0.01%	3262
2024 Q4	$2.12K	Hold	123	–	–	﹤0.01%	3058
2024 Q3	$2.02K	Hold	123	–	–	﹤0.01%	2938
2024 Q2	$1.72K	Buy	123 +3	+3%	+$40	﹤0.01%	3022
2024 Q1	$1.65K	Hold	120	–	–	﹤0.01%	2820
2023 Q4	$1.61K	Hold	120	–	–	﹤0.01%	2752
2023 Q3	$1.42K	Hold	120	–	–	﹤0.01%	2665
2023 Q2	$1.47K	Hold	120	–	–	﹤0.01%	2652
2023 Q1	$1.27K	Hold	120	–	–	﹤0.01%	2656
2022 Q4	$2.07K	Hold	120	–	–	﹤0.01%	2351
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	2222
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	2183
2022 Q1	$2K	Buy	+120	New	+$2.56K	﹤0.01%	2164
2021 Q4	–	Sell	-120	Closed	-$2K	–	617
2021 Q3	$2K	Hold	120	–	–	﹤0.01%	1812
2021 Q2	$2K	Buy	+120	New	+$2.54K	﹤0.01%	1723

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 $3.37T AUM 44.26% 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

Global Retirement Partners's EBC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Eastern Bankshares (EBC) in Q2 2026: 123 shares worth $2.74K. The stake represents ﹤0.01% of the portfolio and ranks #3898 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EBC as recently as Q4 2025.

Global Retirement Partners first reported a position in EBC in Q2 2021 and has held it in 18 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Global Retirement Partners held 123 shares of Eastern Bankshares worth $2.74K as of Q2 2026.
Eastern Bankshares was a new Global Retirement Partners position in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3898 holding.
Global Retirement Partners first reported a position in Eastern Bankshares in Q2 2021 and has held it in 18 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.