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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Integrated Wealth Concepts's EBC Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Eastern Bankshares (EBC) in Q1 2026: 11,529 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EBC as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in EBC in Q4 2020 and has held it in 19 quarters since. The position peaked at $906K in Q1 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Integrated Wealth Concepts held 11,529 shares of Eastern Bankshares worth $226K as of Q1 2026.
  • Eastern Bankshares was a new Integrated Wealth Concepts position in Q1 2026.
  • Eastern Bankshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2033 holding.
  • Integrated Wealth Concepts first reported a position in Eastern Bankshares in Q4 2020 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Eastern Bankshares position peaked at $906K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.