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Integrated Wealth Concepts’s Eastern Bankshares EBC Stock Holding History

Integrated Wealth Concepts’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 		$266K Buy
11,951
+422
+4% +$8.56K ﹤0.01% 2056
2026
Q1 		$226K Buy
+11,529
New +$230K ﹤0.01% 2033
2025
Q4 		– Sell
-15,604
Closed -$283K – 1742
2025
Q3 		$283K Sell
15,604
-464
-3% -$7.65K ﹤0.01% 1664
2025
Q2 		$245K Sell
16,068
-3,726
-19% -$55.9K ﹤0.01% 1661
2025
Q1 		$325K Buy
19,794
+533
+3% +$9.28K ﹤0.01% 1365
2024
Q4 		$332K Sell
19,261
-701
-4% -$12.2K ﹤0.01% 1310
2024
Q3 		$327K Sell
19,962
-18,827
-49% -$298K ﹤0.01% 1282
2024
Q2 		$542K Buy
38,789
+500
+1% +$6.64K 0.01% 1012
2024
Q1 		$528K Buy
38,289
+16,250
+74% +$221K 0.01% 1033
2023
Q4 		$313K Sell
22,039
-10,000
-31% -$125K 0.01% 1240
2023
Q3 		$402K Sell
32,039
-5,000
-13% -$67.3K 0.01% 1076
2023
Q2 		$454K Sell
37,039
-19
-0.1% -$225 0.01% 1028
2023
Q1 		$468K Buy
37,058
+19
+0.1% +$293 0.01% 875
2022
Q4 		$639K Hold
37,039
– – 0.02% 581
2022
Q3 		$727K Sell
37,039
-5,000
-12% -$100K 0.02% 489
2022
Q2 		$776K Hold
42,039
– – 0.02% 483
2022
Q1 		$906K Buy
42,039
+2,039
+5% +$43.4K 0.03% 415
2021
Q4 		$807K Hold
40,000
– – 0.02% 488
2021
Q3 		$812K Buy
+40,000
New +$765K 0.03% 453
2021
Q1 		– Sell
-14,394
Closed -$235K – 740
2020
Q4 		$235K Buy
+14,394
New +$204K 0.01% 564

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

Integrated Wealth Concepts's EBC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Eastern Bankshares (EBC) stake by 3.7% in Q2 2026, buying an estimated $8.56K and bringing the position to 11,951 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Integrated Wealth Concepts first reported a position in EBC in Q4 2020 and has held it in 20 quarters since. The position peaked at $906K in Q1 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Integrated Wealth Concepts held 11,951 shares of Eastern Bankshares worth $266K as of Q2 2026.
  • Integrated Wealth Concepts bought 422 Eastern Bankshares shares in Q2 2026, an estimated $8.56K.
  • Eastern Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2056 holding.
  • Integrated Wealth Concepts first reported a position in Eastern Bankshares in Q4 2020 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Eastern Bankshares position peaked at $906K in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.