SlateStone Wealth’s Eastern Bankshares EBC Stock Holding History

SlateStone Wealth’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	$488K	Sell	21,936 -36,437	-62%	-$740K	0.04%	223
2026 Q1	$1.14M	Buy	58,373 +2,937	+5%	+$58.6K	0.09%	152
2025 Q4	$1.02M	Hold	55,436	–	–	0.09%	163
2025 Q3	$1.01M	Hold	55,436	–	–	0.09%	159
2025 Q2	$847K	Hold	55,436	–	–	0.08%	167
2025 Q1	$909K	Hold	55,436	–	–	0.09%	157
2024 Q4	$956K	Hold	55,436	–	–	0.09%	153
2024 Q3	$909K	Hold	55,436	–	–	0.08%	163
2024 Q2	$775K	Hold	55,436	–	–	0.08%	169
2024 Q1	$764K	Sell	55,436 -1,500	-3%	-$20.4K	0.08%	173
2023 Q4	$808K	Hold	56,936	–	–	0.1%	133
2023 Q3	$714K	Sell	56,936 -2,000	-3%	-$26.9K	0.1%	130
2023 Q2	$723K	Hold	58,936	–	–	0.14%	108
2023 Q1	$744K	Hold	58,936	–	–	0.15%	108
2022 Q4	$1.02M	Hold	58,936	–	–	0.25%	81
2022 Q3	$1.16M	Sell	58,936 -4,000	-6%	-$80K	0.31%	71
2022 Q2	$1.16M	Sell	62,936 -15,500	-20%	-$300K	0.3%	66
2022 Q1	$1.69M	Buy	78,436 +1,500	+2%	+$31.9K	0.38%	59
2021 Q4	$1.55M	Buy	+76,936	New	+$1.6M	0.33%	66

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SlateStone Wealth's EBC Position: Q2 2026 in Review

SlateStone Wealth reduced its Eastern Bankshares (EBC) stake by 62% in Q2 2026, selling an estimated $740K and leaving 21,936 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #223.

SlateStone Wealth first reported a position in EBC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2022. 85 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

SlateStone Wealth held 21,936 shares of Eastern Bankshares worth $488K as of Q2 2026.
SlateStone Wealth sold 36,437 Eastern Bankshares shares in Q2 2026, an estimated $740K.
Eastern Bankshares made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #223 holding.
SlateStone Wealth first reported a position in Eastern Bankshares in Q4 2021 and has held it in 19 quarters since.
SlateStone Wealth's Eastern Bankshares position peaked at $1.69M in Q1 2022.
85 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.