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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

SeaCrest Wealth Management's EBC Position: Q2 2026 in Review

SeaCrest Wealth Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 46,000 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #164.

SeaCrest Wealth Management first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.5M in Q1 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

SeaCrest Wealth Management held 46,000 shares of Eastern Bankshares worth $1.02M as of Q2 2026.
SeaCrest Wealth Management left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.11% of SeaCrest Wealth Management's portfolio in Q2 2026, its #164 holding.
SeaCrest Wealth Management first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
SeaCrest Wealth Management's Eastern Bankshares position peaked at $2.5M in Q1 2022.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.