Root Financial Partners
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Root Financial Partners’s Eastern Bankshares EBC Stock Holding History

Root Financial Partners’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 		$20.3K Buy
+970
New +$21.7K ﹤0.01% 1548
2026
Q2 		– Sell
-688
Closed -$13.5K – 1184
2026
Q1 		$13.5K Buy
688
+158
+30% +$3.15K ﹤0.01% 1542
2025
Q4 		$9.8K Buy
530
+83
+19% +$1.52K ﹤0.01% 1501
2025
Q3 		$8.11K Buy
+447
New +$7.37K ﹤0.01% 1537

Other funds holding EBC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Northeast Investment Management
Northeast Investment Management Boston, Massachusetts $2.79B AUM 21.78% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Root Financial Partners's EBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Eastern Bankshares (EBC) in Q3 2026: 970 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EBC as recently as Q1 2026.

Root Financial Partners first reported a position in EBC in Q3 2025 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Root Financial Partners held 970 shares of Eastern Bankshares worth $20.3K as of Q3 2026.
  • Eastern Bankshares was a new Root Financial Partners position in Q3 2026.
  • Eastern Bankshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1548 holding.
  • Root Financial Partners first reported a position in Eastern Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.