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Mutual Advisors’s Eastern Bankshares EBC Stock Holding History

Mutual 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
Q1 		$425K Buy
21,719
+3,221
+17% +$64.3K 0.01% 957
2025
Q4 		$341K Buy
18,498
+6,200
+50% +$114K 0.01% 1033
2025
Q3 		$226K Buy
+12,298
New +$203K 0.01% 1173

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

Mutual Advisors's EBC Position: Q1 2026 in Review

Mutual Advisors increased its Eastern Bankshares (EBC) stake by 17% in Q1 2026, buying an estimated $64.3K and bringing the position to 21,719 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #957.

Mutual Advisors first reported a position in EBC in Q3 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Mutual Advisors held 21,719 shares of Eastern Bankshares worth $425K as of Q1 2026.
  • Mutual Advisors bought 3,221 Eastern Bankshares shares in Q1 2026, an estimated $64.3K.
  • Eastern Bankshares made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #957 holding.
  • Mutual Advisors first reported a position in Eastern Bankshares in Q3 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.