JWA
EBC icon

JFS Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

JFS Wealth 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 		$2.58K Buy
116
+25
+27% +$507 ﹤0.01% 1528
2026
Q1 		$1.78K Buy
91
+1
+1% +$20 ﹤0.01% 1540
2025
Q4 		$1.66K Buy
90
+51
+131% +$934 ﹤0.01% 1604
2025
Q3 		$708 Sell
39
-11
-22% -$181 ﹤0.01% 1691
2025
Q2 		$764 Sell
50
-71
-59% -$1.07K ﹤0.01% 1625
2025
Q1 		$1.99K Buy
121
+37
+44% +$644 ﹤0.01% 1467
2024
Q4 		$1.45K Buy
84
+19
+29% +$332 ﹤0.01% 1592
2024
Q3 		$1.07K Buy
65
+29
+81% +$459 ﹤0.01% 1682
2024
Q2 		$504 Hold
36
– – ﹤0.01% 1802
2024
Q1 		$497 Hold
36
– – ﹤0.01% 1785
2023
Q4 		$512 Sell
36
-21
-37% -$262 ﹤0.01% 1801
2023
Q3 		$715 Buy
57
+15
+36% +$202 ﹤0.01% 1669
2023
Q2 		$516 Buy
42
+30
+250% +$355 ﹤0.01% 1750
2023
Q1 		$152 Sell
12
-26
-68% -$401 ﹤0.01% 1856
2022
Q4 		$656 Sell
38
-4
-10% -$77 ﹤0.01% 1687
2022
Q3 		$1K Buy
42
+19
+83% +$380 ﹤0.01% 1532
2022
Q2 		$0 Buy
23
+8
+53% +$155 ﹤0.01% 1800
2022
Q1 		$0 Buy
+15
New +$319 ﹤0.01% 1859

Other funds holding EBC

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
APW
Alliance Private Wealth North Reading, Massachusetts $288M AUM
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return