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Sequoia Financial Advisors’s Eastern Bankshares EBC Stock Holding History

Sequoia Financial Advisors’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 		$360K Buy
16,179
+22
+0.1% +$447 ﹤0.01% 1548
2026
Q1 		$316K Sell
16,157
-3,711
-19% -$74K ﹤0.01% 1540
2025
Q4 		$366K Buy
19,868
+4,348
+28% +$79.6K ﹤0.01% 1453
2025
Q3 		$282K Buy
15,520
+72
+0.5% +$1.19K ﹤0.01% 1422
2025
Q2 		$236K Buy
15,448
+352
+2% +$5.29K ﹤0.01% 1396
2025
Q1 		$248K Hold
15,096
– – ﹤0.01% 1162
2024
Q4 		$260K Hold
15,096
– – ﹤0.01% 1079
2024
Q3 		$247K Buy
15,096
+59
+0.4% +$933 ﹤0.01% 1065
2024
Q2 		$210K Buy
15,037
+37
+0.2% +$492 ﹤0.01% 1083
2024
Q1 		$207K Hold
15,000
– – ﹤0.01% 1052
2023
Q4 		$213K Sell
15,000
-242
-2% -$3.02K ﹤0.01% 1086
2023
Q3 		$191K Buy
15,242
+242
+2% +$3.26K ﹤0.01% 870
2023
Q2 		$184K Buy
+15,000
New +$178K ﹤0.01% 871

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's EBC Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Eastern Bankshares (EBC) stake by 0.14% in Q2 2026, buying an estimated $447 and bringing the position to 16,179 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Sequoia Financial Advisors first reported a position in EBC in Q2 2023 and has held it in 13 quarters since. The position peaked at $366K in Q4 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Sequoia Financial Advisors held 16,179 shares of Eastern Bankshares worth $360K as of Q2 2026.
  • Sequoia Financial Advisors bought 22 Eastern Bankshares shares in Q2 2026, an estimated $447.
  • Eastern Bankshares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1548 holding.
  • Sequoia Financial Advisors first reported a position in Eastern Bankshares in Q2 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Eastern Bankshares position peaked at $366K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.