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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
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
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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 $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return