PMFA
EBC icon

Plante Moran Financial Advisors’s Eastern Bankshares EBC Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-12,722
Closed -$219K – 835
2024
Q4 		$219K Hold
12,722
– – 0.02% 164
2024
Q3 		$209K Buy
+12,722
New +$201K 0.02% 178

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

Plante Moran Financial Advisors's EBC Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Eastern Bankshares (EBC) in Q1 2025, closing a stake of 12,722 shares — an estimated $219K sold.

Plante Moran Financial Advisors first reported a position in EBC in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 271 funds tracked by Wall St. Rank hold EBC as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Eastern Bankshares position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 12,722 Eastern Bankshares shares in Q1 2025, an estimated $219K.
  • Plante Moran Financial Advisors first reported a position in Eastern Bankshares in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Eastern Bankshares position peaked at $219K in Q4 2024.
  • 271 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.