Smartleaf Asset Management’s Eastern Bankshares EBC Stock Holding History

Smartleaf Asset 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	$13.1K	Hold	595	–	–	﹤0.01%	2242
2026 Q1	$11.4K	Sell	595 -152	-20%	-$3.03K	﹤0.01%	2256
2025 Q4	$13.8K	Hold	747	–	–	﹤0.01%	2231
2025 Q3	$13.6K	Buy	747 +402	+117%	+$6.63K	﹤0.01%	1989
2025 Q2	$5.25K	Sell	345 -335	-49%	-$5.03K	﹤0.01%	2031
2025 Q1	$11.1K	Sell	680 -143	-17%	-$2.49K	﹤0.01%	1886
2024 Q4	$14.2K	Buy	823 +180	+28%	+$3.14K	﹤0.01%	1841
2024 Q3	$10.4K	Buy	643 +393	+157%	+$6.21K	﹤0.01%	1735
2024 Q2	$3.38K	Buy	250 +167	+201%	+$2.22K	﹤0.01%	1992
2024 Q1	$1.14K	Buy	+83	New	+$1.13K	﹤0.01%	1589

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Smartleaf Asset Management's EBC Position: Q2 2026 in Review

Smartleaf Asset Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 595 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Smartleaf Asset Management first reported a position in EBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.2K in Q4 2024. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Smartleaf Asset Management held 595 shares of Eastern Bankshares worth $13.1K as of Q2 2026.
Smartleaf Asset Management left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2242 holding.
Smartleaf Asset Management first reported a position in Eastern Bankshares in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's Eastern Bankshares position peaked at $14.2K in Q4 2024.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.