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Hemington Wealth Management’s Eastern Bankshares EBC Stock Holding History

Hemington 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
2025
Q3 		$4K Buy
227
+86
+61% +$1.42K ﹤0.01% 1180
2025
Q2 		$2K Sell
141
-26
-16% -$390 ﹤0.01% 1296
2025
Q1 		$2K Buy
167
+68
+69% +$1.18K ﹤0.01% 1276
2024
Q4 		$1K Buy
99
+53
+115% +$926 ﹤0.01% 1385
2024
Q3 		$0 Buy
+46
New +$727 ﹤0.01% 1551

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Hemington Wealth Management's EBC Position: Q3 2025 in Review

Hemington Wealth Management increased its Eastern Bankshares (EBC) stake by 61% in Q3 2025, buying an estimated $1.42K and bringing the position to 227 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Hemington Wealth Management first reported a position in EBC in Q3 2024 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Hemington Wealth Management held 227 shares of Eastern Bankshares worth $4K as of Q3 2025.
  • Hemington Wealth Management bought 86 Eastern Bankshares shares in Q3 2025, an estimated $1.42K.
  • Eastern Bankshares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1180 holding.
  • Hemington Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.