RBWA
EBC icon

RFG - Bristol Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

RFG - Bristol Wealth 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
2025
Q3 		– Sell
-10,013
Closed -$153K – 180
2025
Q2 		$153K Buy
+10,013
New +$150K 0.05% 172
2025
Q1 		– Sell
-10,321
Closed -$178K – 176
2024
Q4 		$178K Buy
+10,321
New +$180K 0.06% 156

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RFG - Bristol Wealth Advisors's EBC Position: Q3 2025 in Review

RFG - Bristol Wealth Advisors sold out of Eastern Bankshares (EBC) in Q3 2025, closing a stake of 10,013 shares — an estimated $153K sold.

RFG - Bristol Wealth Advisors first reported a position in EBC in Q4 2024 and held it in 2 quarters. The position peaked at $178K in Q4 2024. 267 funds tracked by Wall St. Rank hold EBC as of Q3 2025.

  • RFG - Bristol Wealth Advisors reported no remaining Eastern Bankshares position as of Q3 2025 after selling out during the quarter.
  • RFG - Bristol Wealth Advisors sold 10,013 Eastern Bankshares shares in Q3 2025, an estimated $153K.
  • RFG - Bristol Wealth Advisors first reported a position in Eastern Bankshares in Q4 2024 and held it in 2 quarters.
  • RFG - Bristol Wealth Advisors's Eastern Bankshares position peaked at $178K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2025.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.