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Navigoe Wealth Management’s Eastern Bankshares EBC Stock Holding History

Navigoe 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 		$0 Buy
+10
New +$203 ﹤0.01% 643

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

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

Navigoe Wealth Management opened a new position in Eastern Bankshares (EBC) in Q2 2026: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #643 among its holdings.

327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Navigoe Wealth Management held 10 shares of Eastern Bankshares worth $0 as of Q2 2026.
  • Eastern Bankshares was a new Navigoe Wealth Management position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #643 holding.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.