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Orion Portfolio Solutions’s Eastern Bankshares EBC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$203K Buy
12,362
+1,424
+13% +$24.8K ﹤0.01% 1804
2024
Q4 		$189K Sell
10,938
-53
-0.5% -$926 ﹤0.01% 1760
2024
Q3 		$180K Buy
+10,991
New +$174K ﹤0.01% 1724

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Orion Portfolio Solutions's EBC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Eastern Bankshares (EBC) stake by 13% in Q1 2025, buying an estimated $24.8K and bringing the position to 12,362 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Orion Portfolio Solutions first reported a position in EBC in Q3 2024 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold EBC as of Q1 2025.

  • Orion Portfolio Solutions held 12,362 shares of Eastern Bankshares worth $203K as of Q1 2025.
  • Orion Portfolio Solutions bought 1,424 Eastern Bankshares shares in Q1 2025, an estimated $24.8K.
  • Eastern Bankshares made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1804 holding.
  • Orion Portfolio Solutions first reported a position in Eastern Bankshares in Q3 2024 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.