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SHP Wealth Management’s Eastern Bankshares EBC Stock Holding History

SHP 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 		$56.3K Buy
2,530
+2
+0.1% +$41 ﹤0.01% 516
2026
Q1 		$49.5K Sell
2,528
-308
-11% -$6.14K ﹤0.01% 492
2025
Q4 		$52.3K Buy
+2,836
New +$51.9K ﹤0.01% 464

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

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

SHP Wealth Management increased its Eastern Bankshares (EBC) stake by 0.08% in Q2 2026, buying an estimated $41 and bringing the position to 2,530 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

SHP Wealth Management first reported a position in EBC in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • SHP Wealth Management held 2,530 shares of Eastern Bankshares worth $56.3K as of Q2 2026.
  • SHP Wealth Management bought 2 Eastern Bankshares shares in Q2 2026, an estimated $41.
  • Eastern Bankshares made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #516 holding.
  • SHP Wealth Management first reported a position in Eastern Bankshares in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.