Physician Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Physician Wealth 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 Q2	–	Sell	-29	Closed	-$568	–	2368
2026 Q1	$568	Buy	+29	New	+$579	﹤0.01%	1876
2025 Q4	–	Sell	-58	Closed	-$1.05K	–	2068
2025 Q3	$1.05K	Buy	58 +27	+87%	+$445	﹤0.01%	1545
2025 Q2	$474	Buy	+31	New	+$465	﹤0.01%	1731

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

SCA

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Physician Wealth Advisors's EBC Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 29 shares — an estimated $568 sold.

Physician Wealth Advisors first reported a position in EBC in Q2 2025 and held it in 3 quarters. The position peaked at $1.05K in Q3 2025. 44 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Physician Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 29 Eastern Bankshares shares in Q2 2026, an estimated $568.
Physician Wealth Advisors first reported a position in Eastern Bankshares in Q2 2025 and held it in 3 quarters.
Physician Wealth Advisors's Eastern Bankshares position peaked at $1.05K in Q3 2025.
44 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.