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Net Worth Advisory Group’s Eastern Bankshares EBC Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-10,226
Closed -$156K – 427
2025
Q2 		$156K Sell
10,226
-350
-3% -$5.25K 0.03% 416
2025
Q1 		$174K Buy
+10,576
New +$184K 0.05% 351

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Net Worth Advisory Group's EBC Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 10,226 shares — an estimated $156K sold.

Net Worth Advisory Group first reported a position in EBC in Q1 2025 and held it in 2 quarters. The position peaked at $174K in Q1 2025. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 10,226 Eastern Bankshares shares in Q3 2025, an estimated $156K.
  • Net Worth Advisory Group first reported a position in Eastern Bankshares in Q1 2025 and held it in 2 quarters.
  • Net Worth Advisory Group's Eastern Bankshares position peaked at $174K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.