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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
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 $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

Kingsview Wealth Management's EBC Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Eastern Bankshares (EBC) stake by 0.01% in Q1 2026, selling an estimated $20 and leaving 15,610 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Kingsview Wealth Management first reported a position in EBC in Q3 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Kingsview Wealth Management held 15,610 shares of Eastern Bankshares worth $305K as of Q1 2026.
  • Kingsview Wealth Management sold 1 Eastern Bankshares share in Q1 2026, an estimated $20.
  • Eastern Bankshares made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1079 holding.
  • Kingsview Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.