SeaCrest Wealth Management’s Eastern Bankshares EBC Stock Holding History

SeaCrest 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	$1.02M	Hold	46,000	–	–	0.11%	164
2026 Q1	$900K	Hold	46,000	–	–	0.1%	209
2025 Q4	$891K	Hold	46,000	–	–	0.09%	206
2025 Q3	$858K	Sell	46,000 -7,774	-14%	-$128K	0.09%	201
2025 Q2	$821K	Sell	53,774 -12,500	-19%	-$188K	0.09%	208
2025 Q1	$1.09M	Sell	66,274 -2,500	-4%	-$43.5K	0.12%	162
2024 Q4	$1.19M	Sell	68,774 -1,500	-2%	-$26.2K	0.12%	154
2024 Q3	$1.15M	Buy	70,274 +6,274	+10%	+$99.2K	0.12%	159
2024 Q2	$895K	Hold	64,000	–	–	0.1%	192
2024 Q1	$882K	Hold	64,000	–	–	0.11%	197
2023 Q4	$900K	Hold	64,000	–	–	0.11%	187
2023 Q3	$803K	Sell	64,000 -1,000	-2%	-$13.5K	0.1%	213
2023 Q2	$798K	Sell	65,000 -1,000	-2%	-$11.8K	0.1%	216
2023 Q1	$833K	Sell	66,000 -46,011	-41%	-$709K	0.11%	202
2022 Q4	$1.93M	Hold	112,011	–	–	0.28%	73
2022 Q3	$2.2M	Sell	112,011 -4,200	-4%	-$84K	0.33%	53
2022 Q2	$2.15M	Hold	116,211	–	–	0.27%	63
2022 Q1	$2.5M	Hold	116,211	–	–	0.29%	59
2021 Q4	$2.34M	Sell	116,211 -1,989	-2%	-$41.3K	0.26%	70
2021 Q3	$2.4M	Hold	118,200	–	–	0.29%	69
2021 Q2	$2.43M	Sell	118,200 -1,800	-2%	-$38.2K	0.29%	66
2021 Q1	$2.31M	Hold	120,000	–	–	0.31%	68
2020 Q4	$1.96M	Buy	+120,000	New	+$1.7M	0.28%	76

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return