Pinnacle Wealth Planning Services’s Eastern Bankshares EBC Stock Holding History

Pinnacle Wealth Planning Services’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	$763	Buy	39 +14	+56%	+$279	﹤0.01%	2590
2025 Q4	$461	Buy	+25	New	+$458	﹤0.01%	2656
2023 Q4	–	Sell	-10,019	Closed	-$126K	–	494
2023 Q3	$126K	Hold	10,019	–	–	0.02%	401
2023 Q2	$123K	Sell	10,019 -298	-3%	-$3.53K	0.02%	413
2023 Q1	$130K	Buy	+10,317	New	+$159K	0.02%	420

Other funds holding EBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's EBC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eastern Bankshares (EBC) stake by 56% in Q1 2026, buying an estimated $279 and bringing the position to 39 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

Pinnacle Wealth Planning Services first reported a position in EBC in Q1 2023 and has held it in 5 quarters since. The position peaked at $130K in Q1 2023. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Pinnacle Wealth Planning Services held 39 shares of Eastern Bankshares worth $763 as of Q1 2026.
Pinnacle Wealth Planning Services bought 14 Eastern Bankshares shares in Q1 2026, an estimated $279.
Eastern Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2590 holding.
Pinnacle Wealth Planning Services first reported a position in Eastern Bankshares in Q1 2023 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Eastern Bankshares position peaked at $130K in Q1 2023.
298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.