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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
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

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

JFS Wealth Advisors's EBC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Eastern Bankshares (EBC) stake by 27% in Q2 2026, buying an estimated $507 and bringing the position to 116 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

JFS Wealth Advisors first reported a position in EBC in Q1 2022 and has held it in 18 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • JFS Wealth Advisors held 116 shares of Eastern Bankshares worth $2.58K as of Q2 2026.
  • JFS Wealth Advisors bought 25 Eastern Bankshares shares in Q2 2026, an estimated $507.
  • Eastern Bankshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1528 holding.
  • JFS Wealth Advisors first reported a position in Eastern Bankshares in Q1 2022 and has held it in 18 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.