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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
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SHP Wealth Management's EBC Position: Q1 2026 in Review

SHP Wealth Management reduced its Eastern Bankshares (EBC) stake by 11% in Q1 2026, selling an estimated $6.14K and leaving 2,528 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

SHP Wealth Management first reported a position in EBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $52.3K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • SHP Wealth Management held 2,528 shares of Eastern Bankshares worth $49.5K as of Q1 2026.
  • SHP Wealth Management sold 308 Eastern Bankshares shares in Q1 2026, an estimated $6.14K.
  • Eastern Bankshares made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #492 holding.
  • SHP Wealth Management first reported a position in Eastern Bankshares in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Eastern Bankshares position peaked at $52.3K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.