Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Eastern Bankshares EBC Stock Holding History

Northwestern Mutual 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 		– Sell
-1,100
Closed -$21.5K – 4192
2026
Q1 		$21.5K Buy
+1,100
New +$21.9K ﹤0.01% 2780
2024
Q1 		– Sell
-2,111
Closed -$30K – 3624
2023
Q4 		$30K Buy
+2,111
New +$26.4K ﹤0.01% 2258

Other funds holding EBC

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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 $3.38T AUM 44.17% 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

Northwestern Mutual Wealth Management's EBC Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 1,100 shares — an estimated $21.5K sold.

Northwestern Mutual Wealth Management first reported a position in EBC in Q4 2023 and held it in 2 quarters. The position peaked at $30K in Q4 2023. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,100 Eastern Bankshares shares in Q2 2026, an estimated $21.5K.
  • Northwestern Mutual Wealth Management first reported a position in Eastern Bankshares in Q4 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Eastern Bankshares position peaked at $30K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.