Nisa Investment Advisors
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Nisa Investment Advisors’s Eastern Bankshares EBC Stock Holding History

Nisa Investment 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 		$39.9K Hold
2,040
– – ﹤0.01% 1764
2025
Q4 		$37.6K Buy
2,040
+368
+22% +$6.74K ﹤0.01% 1712
2025
Q3 		$30.3K Hold
1,672
– – ﹤0.01% 1808
2025
Q2 		$25.5K Buy
1,672
+16
+1% +$240 ﹤0.01% 1822
2025
Q1 		$27.2K Hold
1,656
– – ﹤0.01% 1769
2024
Q4 		$28.6K Hold
1,656
– – ﹤0.01% 1826
2024
Q3 		$27.1K Buy
1,656
+44
+3% +$696 ﹤0.01% 1812
2024
Q2 		$22.5K Buy
1,612
+32
+2% +$425 ﹤0.01% 1903
2024
Q1 		$21.8K Hold
1,580
– – ﹤0.01% 1860
2023
Q4 		$22.4K Sell
1,580
-40
-2% -$500 ﹤0.01% 1849
2023
Q3 		$20.3K Buy
1,620
+10
+0.6% +$135 ﹤0.01% 2011
2023
Q2 		$19.8K Buy
1,610
+1,490
+1,242% +$17.6K ﹤0.01% 2112
2023
Q1 		$2K Buy
120
+10
+9% +$154 ﹤0.01% 2316
2022
Q4 		$2K Buy
110
+4
+4% +$77 ﹤0.01% 2360
2022
Q3 		$2K Buy
+106
New +$2.12K ﹤0.01% 2365
2022
Q2 		– Sell
-710
Closed -$15K – 2405
2022
Q1 		$15K Sell
710
-290
-29% -$6.18K ﹤0.01% 2120
2021
Q4 		$21K Sell
1,000
-6,000
-86% -$125K ﹤0.01% 1916
2021
Q3 		$142 Hold
7,000
– – ﹤0.01% 1543
2021
Q2 		$144 Buy
7,000
+6,000
+600% +$127K ﹤0.01% 1536
2021
Q1 		$19 Buy
+1,000
New +$17.4K ﹤0.01% 2137

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nisa Investment Advisors's EBC Position: Q1 2026 in Review

Nisa Investment Advisors held its Eastern Bankshares (EBC) position steady in Q1 2026 at 2,040 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Nisa Investment Advisors first reported a position in EBC in Q1 2021 and has held it in 20 quarters since. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Nisa Investment Advisors held 2,040 shares of Eastern Bankshares worth $39.9K as of Q1 2026.
  • Nisa Investment Advisors left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1764 holding.
  • Nisa Investment Advisors first reported a position in Eastern Bankshares in Q1 2021 and has held it in 20 quarters since.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.