RWM
EBC icon

Raffa Wealth Management’s Eastern Bankshares EBC Stock Holding History

Raffa Wealth Management’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 		$133 Buy
6
+4
+200% +$81 ﹤0.01% 1334
2026
Q1 		$39 Buy
+2
New +$40 ﹤0.01% 1430

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raffa Wealth Management's EBC Position: Q2 2026 in Review

Raffa Wealth Management increased its Eastern Bankshares (EBC) stake by 200% in Q2 2026, buying an estimated $81 and bringing the position to 6 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Raffa Wealth Management first reported a position in EBC in Q1 2026 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Raffa Wealth Management held 6 shares of Eastern Bankshares worth $133 as of Q2 2026.
  • Raffa Wealth Management bought 4 Eastern Bankshares shares in Q2 2026, an estimated $81.
  • Eastern Bankshares made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1334 holding.
  • Raffa Wealth Management first reported a position in Eastern Bankshares in Q1 2026 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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