Sheets Smith Wealth Management
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Sheets Smith Wealth Management’s Eastern Bankshares EBC Stock Holding History

Sheets Smith 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
Q3 		$474K Sell
22,637
-203
-0.9% -$4.55K 0.05% 295
2026
Q2 		$508K Hold
22,840
– – 0.05% 299
2026
Q1 		$447K Sell
22,840
-67
-0.3% -$1.34K 0.05% 303
2025
Q4 		$422K Hold
22,907
– – 0.05% 300
2025
Q3 		$416K Buy
+22,907
New +$378K 0.05% 305

Other funds holding EBC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Sheets Smith Wealth Management's EBC Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Eastern Bankshares (EBC) stake by 0.89% in Q3 2026, selling an estimated $4.55K and leaving 22,637 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #295.

Sheets Smith Wealth Management first reported a position in EBC in Q3 2025 and has held it in 5 quarters since. The position peaked at $508K in Q2 2026. 24 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Sheets Smith Wealth Management held 22,637 shares of Eastern Bankshares worth $474K as of Q3 2026.
  • Sheets Smith Wealth Management sold 203 Eastern Bankshares shares in Q3 2026, an estimated $4.55K.
  • Eastern Bankshares made up 0.05% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #295 holding.
  • Sheets Smith Wealth Management first reported a position in Eastern Bankshares in Q3 2025 and has held it in 5 quarters since.
  • Sheets Smith Wealth Management's Eastern Bankshares position peaked at $508K in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.