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Kestra Advisory Services’s Eastern Bankshares EBC Stock Holding History

Kestra Advisory Services’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 		– Sell
-3,311
Closed -$61K – 3448
2025
Q4 		$61K Buy
+3,311
New +$60.6K ﹤0.01% 3809

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

Kestra Advisory Services's EBC Position: Q1 2026 in Review

Kestra Advisory Services sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 3,311 shares — an estimated $61K sold.

Kestra Advisory Services first reported a position in EBC in Q4 2025 and held it in 1 quarter. The position peaked at $61K in Q4 2025. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Kestra Advisory Services reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,311 Eastern Bankshares shares in Q1 2026, an estimated $61K.
  • Kestra Advisory Services first reported a position in Eastern Bankshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Eastern Bankshares position peaked at $61K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.