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IFP Advisors’s Eastern Bankshares EBC Stock Holding History

IFP 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 		$1.45K Sell
65
-15
-19% -$304 ﹤0.01% 4381
2026
Q1 		$1.56K Sell
80
-11
-12% -$219 ﹤0.01% 4052
2025
Q4 		$1.68K Buy
91
+52
+133% +$952 ﹤0.01% 3901
2025
Q3 		$708 Sell
39
-35
-47% -$577 ﹤0.01% 4069
2025
Q2 		$1.13K Buy
+74
New +$1.11K ﹤0.01% 4179
2025
Q1 		– Hold
0
– – – 3450
2024
Q4 		– Hold
0
– – – 3389

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 $3.37T AUM 44.26% 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

IFP Advisors's EBC Position: Q2 2026 in Review

IFP Advisors reduced its Eastern Bankshares (EBC) stake by 19% in Q2 2026, selling an estimated $304 and leaving 65 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4381.

IFP Advisors first reported a position in EBC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.68K in Q4 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • IFP Advisors held 65 shares of Eastern Bankshares worth $1.45K as of Q2 2026.
  • IFP Advisors sold 15 Eastern Bankshares shares in Q2 2026, an estimated $304.
  • Eastern Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4381 holding.
  • IFP Advisors first reported a position in Eastern Bankshares in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Eastern Bankshares position peaked at $1.68K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.