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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
2026
Q2 		$423 Buy
+19
New +$386 ﹤0.01% 1184
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Plante Moran Financial Advisors's EBC Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Eastern Bankshares (EBC) in Q2 2026: 19 shares worth $423. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in EBC as recently as Q4 2024.

Plante Moran Financial Advisors first reported a position in EBC in Q3 2024 and has held it in 3 quarters since. The position peaked at $219K in Q4 2024. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Plante Moran Financial Advisors held 19 shares of Eastern Bankshares worth $423 as of Q2 2026.
  • Eastern Bankshares was a new Plante Moran Financial Advisors position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1184 holding.
  • Plante Moran Financial Advisors first reported a position in Eastern Bankshares in Q3 2024 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Eastern Bankshares position peaked at $219K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.