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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
Q2 		– Sell
-688
Closed -$13.5K – 1184
2026
Q1 		$13.5K Buy
688
+158
+30% +$3.15K ﹤0.01% 1542
2025
Q4 		$9.77K 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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's EBC Position: Q2 2026 in Review

Root Financial Partners sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 688 shares — an estimated $13.5K sold.

Root Financial Partners first reported a position in EBC in Q3 2025 and held it in 3 quarters. The position peaked at $13.5K in Q1 2026. 85 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Root Financial Partners reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 688 Eastern Bankshares shares in Q2 2026, an estimated $13.5K.
  • Root Financial Partners first reported a position in Eastern Bankshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Eastern Bankshares position peaked at $13.5K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.