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Marshall & Sterling Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Marshall & Sterling 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
2025
Q2 		– Sell
-501
Closed -$8.22K – 641
2025
Q1 		$8.22K Hold
501
– – 0.01% 357
2024
Q4 		$8.64K Buy
+501
New +$8.75K 0.01% 237

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EBC Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2025, closing a stake of 501 shares — an estimated $8.22K sold.

Marshall & Sterling Wealth Advisors first reported a position in EBC in Q4 2024 and held it in 2 quarters. The position peaked at $8.64K in Q4 2024. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 501 Eastern Bankshares shares in Q2 2025, an estimated $8.22K.
  • Marshall & Sterling Wealth Advisors first reported a position in Eastern Bankshares in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Eastern Bankshares position peaked at $8.64K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.