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 Q3	$1.97K	Hold	94	–	–	﹤0.01%	1191
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	$1.32K	Hold	94	–	–	﹤0.01%	1198
2024 Q1	$1.3K	Hold	94	–	–	﹤0.01%	1158
2023 Q4	$1.34K	Buy	+94	New	+$1.17K	﹤0.01%	1159

Other funds holding EBC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Wealth Management Group's EBC Position: Q3 2026 in Review

Private Wealth Management Group held its Eastern Bankshares (EBC) position steady in Q3 2026 at 94 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Private Wealth Management Group first reported a position in EBC in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.09K in Q2 2026. 146 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Private Wealth Management Group held 94 shares of Eastern Bankshares worth $1.97K as of Q3 2026.
Private Wealth Management Group left its Eastern Bankshares share count unchanged in Q3 2026.
Eastern Bankshares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1191 holding.
Private Wealth Management Group first reported a position in Eastern Bankshares in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Eastern Bankshares position peaked at $2.09K in Q2 2026.
146 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.