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Next Financial Group’s Eastern Bankshares EBC Stock Holding History

Next Financial 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
2021
Q4 		$20K Hold
1,000
– – ﹤0.01% 1882
2021
Q3 		$20K Hold
1,000
– – ﹤0.01% 1794
2021
Q2 		$21K Hold
1,000
– – ﹤0.01% 1718
2021
Q1 		$19K Buy
+1,000
New +$17.4K ﹤0.01% 1656

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Next Financial Group's EBC Position: Q4 2021 in Review

Next Financial Group held its Eastern Bankshares (EBC) position steady in Q4 2021 at 1,000 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Next Financial Group first reported a position in EBC in Q1 2021 and has held it in 4 quarters since. The position peaked at $21K in Q2 2021. 198 funds tracked by Wall St. Rank hold EBC as of Q4 2021.

  • Next Financial Group held 1,000 shares of Eastern Bankshares worth $20K as of Q4 2021.
  • Next Financial Group left its Eastern Bankshares share count unchanged in Q4 2021.
  • Eastern Bankshares made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1882 holding.
  • Next Financial Group first reported a position in Eastern Bankshares in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Eastern Bankshares position peaked at $21K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.