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HFM Investment Advisors’s Eastern Bankshares EBC Stock Holding History

HFM Investment 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
Q2 		$623 Buy
28
+12
+75% +$244 ﹤0.01% 912
2026
Q1 		$313 Buy
16
+4
+33% +$80 ﹤0.01% 849
2025
Q4 		$222 Hold
12
– – ﹤0.01% 989
2025
Q3 		$218 Hold
12
– – ﹤0.01% 973
2025
Q2 		$183 Buy
12
+8
+200% +$120 ﹤0.01% 1013
2025
Q1 		$66 Buy
+4
New +$70 ﹤0.01% 976

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

HFM Investment Advisors's EBC Position: Q2 2026 in Review

HFM Investment Advisors increased its Eastern Bankshares (EBC) stake by 75% in Q2 2026, buying an estimated $244 and bringing the position to 28 shares worth $623. The position accounts for ﹤0.01% of the portfolio, ranked #912.

HFM Investment Advisors first reported a position in EBC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • HFM Investment Advisors held 28 shares of Eastern Bankshares worth $623 as of Q2 2026.
  • HFM Investment Advisors bought 12 Eastern Bankshares shares in Q2 2026, an estimated $244.
  • Eastern Bankshares made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #912 holding.
  • HFM Investment Advisors first reported a position in Eastern Bankshares in Q1 2025 and has held it in 6 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.