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Parkworth Wealth Management’s Eastern Bankshares EBC Stock Holding History

Parkworth 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
2025
Q2 		$46 Hold
3
– – ﹤0.01% 1282
2025
Q1 		$49 Hold
3
– – ﹤0.01% 1111
2024
Q4 		$52 Buy
+3
New +$52 ﹤0.01% 1148

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
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

Parkworth Wealth Management's EBC Position: Q2 2025 in Review

Parkworth Wealth Management held its Eastern Bankshares (EBC) position steady in Q2 2025 at 3 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Parkworth Wealth Management first reported a position in EBC in Q4 2024 and has held it in 3 quarters since. The position peaked at $52 in Q4 2024. 285 funds tracked by Wall St. Rank hold EBC as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Eastern Bankshares worth $46 as of Q2 2025.
  • Parkworth Wealth Management left its Eastern Bankshares share count unchanged in Q2 2025.
  • Eastern Bankshares made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1282 holding.
  • Parkworth Wealth Management first reported a position in Eastern Bankshares in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Eastern Bankshares position peaked at $52 in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.