IFP Advisors
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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
Q3 		$1.36K Hold
65
– – ﹤0.01% 4389
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

IFP Advisors's EBC Position: Q3 2026 in Review

IFP Advisors held its Eastern Bankshares (EBC) position steady in Q3 2026 at 65 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #4389.

IFP Advisors first reported a position in EBC in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.68K in Q4 2025. 181 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • IFP Advisors held 65 shares of Eastern Bankshares worth $1.36K as of Q3 2026.
  • IFP Advisors left its Eastern Bankshares share count unchanged in Q3 2026.
  • Eastern Bankshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4389 holding.
  • IFP Advisors first reported a position in Eastern Bankshares in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Eastern Bankshares position peaked at $1.68K in Q4 2025.
  • 181 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.