JFS Wealth Advisors
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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
Q3 		$2.66K Buy
127
+11
+9% +$247 ﹤0.01% 1494
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 		$1.98K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

JFS Wealth Advisors's EBC Position: Q3 2026 in Review

JFS Wealth Advisors increased its Eastern Bankshares (EBC) stake by 9.5% in Q3 2026, buying an estimated $247 and bringing the position to 127 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

JFS Wealth Advisors first reported a position in EBC in Q1 2022 and has held it in 19 quarters since. 171 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • JFS Wealth Advisors held 127 shares of Eastern Bankshares worth $2.66K as of Q3 2026.
  • JFS Wealth Advisors bought 11 Eastern Bankshares shares in Q3 2026, an estimated $247.
  • Eastern Bankshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1494 holding.
  • JFS Wealth Advisors first reported a position in Eastern Bankshares in Q1 2022 and has held it in 19 quarters since.
  • 171 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.