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Loring Wolcott & Coolidge Fiduciary Advisors’s Eastern Bankshares EBC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$10.9K Hold
490
– – ﹤0.01% 521
2026
Q1 		$10.2K Hold
490
– – ﹤0.01% 516
2025
Q4 		$9.93K Sell
490
-1,610
-77% -$29.5K ﹤0.01% 495
2025
Q3 		$38.6K Sell
2,100
-200
-9% -$3.3K ﹤0.01% 441
2025
Q2 		$35.1K Sell
2,300
-396
-15% -$5.95K ﹤0.01% 413
2025
Q1 		$41.7K Sell
2,696
-145
-5% -$2.52K ﹤0.01% 391
2024
Q4 		$52.1K Sell
2,841
-1,492
-34% -$26.1K ﹤0.01% 385
2024
Q3 		$72.4K Buy
4,333
+3,988
+1,156% +$63.1K ﹤0.01% 366
2024
Q2 		$5.57K Hold
345
– – ﹤0.01% 517
2024
Q1 		$4.47K Buy
345
+145
+73% +$1.97K ﹤0.01% 531
2023
Q4 		$2.79K Hold
200
– – ﹤0.01% 534
2023
Q3 		$2.27K Buy
+200
New +$2.69K ﹤0.01% 583

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EBC Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Eastern Bankshares (EBC) position steady in Q2 2026 at 490 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EBC in Q3 2023 and has held it in 12 quarters since. The position peaked at $72.4K in Q3 2024. 149 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 490 shares of Eastern Bankshares worth $10.9K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #521 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Eastern Bankshares in Q3 2023 and has held it in 12 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Eastern Bankshares position peaked at $72.4K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.