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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
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

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 $3.37T 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

Sheets Smith Wealth Management's EBC Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 22,840 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #299.

Sheets Smith Wealth Management first reported a position in EBC in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Sheets Smith Wealth Management held 22,840 shares of Eastern Bankshares worth $508K as of Q2 2026.
  • Sheets Smith Wealth Management left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up 0.05% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #299 holding.
  • Sheets Smith Wealth Management first reported a position in Eastern Bankshares in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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