PWMG
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return