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Rothschild Investment LLC’s Eastern Bankshares EBC Stock Holding History

Rothschild Investment LLC’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 		$10.7K Buy
481
+3
+0.6% +$61 ﹤0.01% 1843
2026
Q1 		$9.35K Buy
478
+60
+14% +$1.2K ﹤0.01% 1718
2025
Q4 		$7.7K Buy
418
+108
+35% +$1.98K ﹤0.01% 1685
2025
Q3 		$5.63K Sell
310
-25
-7% -$412 ﹤0.01% 1662
2025
Q2 		$5.12K Buy
335
+15
+5% +$225 ﹤0.01% 1501
2025
Q1 		$5.25K Buy
320
+160
+100% +$2.79K ﹤0.01% 1415
2024
Q4 		$2.76K Sell
160
-5
-3% -$87 ﹤0.01% 1618
2024
Q3 		$2.7K Buy
165
+145
+725% +$2.29K ﹤0.01% 1570
2024
Q2 		$280 Buy
20
+10
+100% +$133 ﹤0.01% 2332
2024
Q1 		$138 Buy
+10
New +$136 ﹤0.01% 1975

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

Rothschild Investment LLC's EBC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Eastern Bankshares (EBC) stake by 0.63% in Q2 2026, buying an estimated $61 and bringing the position to 481 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Rothschild Investment LLC first reported a position in EBC in Q1 2024 and has held it in 10 quarters since. 309 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Rothschild Investment LLC held 481 shares of Eastern Bankshares worth $10.7K as of Q2 2026.
  • Rothschild Investment LLC bought 3 Eastern Bankshares shares in Q2 2026, an estimated $61.
  • Eastern Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1843 holding.
  • Rothschild Investment LLC first reported a position in Eastern Bankshares in Q1 2024 and has held it in 10 quarters since.
  • 309 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.