Private Wealth Management Group’s Eastern Bankshares EBC Stock Holding History

Private Wealth Management Group’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	$2.09K	Hold	94	–	–	﹤0.01%	1153
2026 Q1	$1.84K	Hold	94	–	–	﹤0.01%	1107
2025 Q4	$1.73K	Hold	94	–	–	﹤0.01%	1128
2025 Q3	$1.71K	Hold	94	–	–	﹤0.01%	1160
2025 Q2	$1.44K	Hold	94	–	–	﹤0.01%	1185
2025 Q1	$1.54K	Hold	94	–	–	﹤0.01%	1144
2024 Q4	$1.62K	Hold	94	–	–	﹤0.01%	1157
2024 Q3	$1.54K	Hold	94	–	–	﹤0.01%	1159
2024 Q2	$1.31K	Hold	94	–	–	﹤0.01%	1198
2024 Q1	$1.3K	Hold	94	–	–	﹤0.01%	1158
2023 Q4	$1.33K	Buy	+94	New	+$1.17K	﹤0.01%	1159

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

Private Wealth Management Group's EBC Position: Q2 2026 in Review

Private Wealth Management Group held its Eastern Bankshares (EBC) position steady in Q2 2026 at 94 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Private Wealth Management Group first reported a position in EBC in Q4 2023 and has held it in 11 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Private Wealth Management Group held 94 shares of Eastern Bankshares worth $2.09K as of Q2 2026.
Private Wealth Management Group left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1153 holding.
Private Wealth Management Group first reported a position in Eastern Bankshares in Q4 2023 and has held it in 11 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.