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 Q2	$32.8K	Buy	1,476 +1,437	+3,685%	+$29.2K	﹤0.01%	1540
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Pinnacle Wealth Planning Services's EBC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Eastern Bankshares (EBC) stake by 3,685% in Q2 2026, buying an estimated $29.2K and bringing the position to 1,476 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Pinnacle Wealth Planning Services first reported a position in EBC in Q1 2023 and has held it in 6 quarters since. The position peaked at $130K in Q1 2023. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Pinnacle Wealth Planning Services held 1,476 shares of Eastern Bankshares worth $32.8K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1,437 Eastern Bankshares shares in Q2 2026, an estimated $29.2K.
Eastern Bankshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1540 holding.
Pinnacle Wealth Planning Services first reported a position in Eastern Bankshares in Q1 2023 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Eastern Bankshares position peaked at $130K in Q1 2023.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.