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Kingsview Wealth Management’s Eastern Bankshares EBC Stock Holding History

Kingsview Wealth Management’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 		$347K Hold
15,610
– – ﹤0.01% 1122
2026
Q1 		$305K Sell
15,610
-1
-0% -$20 ﹤0.01% 1079
2025
Q4 		$288K Hold
15,611
– – ﹤0.01% 1034
2025
Q3 		$283K Hold
15,611
– – ﹤0.01% 987
2025
Q2 		$238K Hold
15,611
– – ﹤0.01% 1037
2025
Q1 		$256K Hold
15,611
– – ﹤0.01% 947
2024
Q4 		$269K Hold
15,611
– – 0.01% 951
2024
Q3 		$256K Buy
+15,611
New +$247K 0.01% 937

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

Kingsview Wealth Management's EBC Position: Q2 2026 in Review

Kingsview Wealth Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 15,610 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Kingsview Wealth Management first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Kingsview Wealth Management held 15,610 shares of Eastern Bankshares worth $347K as of Q2 2026.
  • Kingsview Wealth Management left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1122 holding.
  • Kingsview Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.