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Steward Financial Group’s Eastern Bankshares EBC Stock Holding History

Steward Financial Group’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
2023
Q3 		$1K Buy
+91
New +$1.22K ﹤0.01% 1136
2023
Q2 		– Sell
-6
Closed – – 608
2023
Q1 		$0 Sell
6
-24
-80% -$370 ﹤0.01% 778
2022
Q4 		$0 Buy
+30
New +$574 ﹤0.01% 616
2022
Q3 		– Sell
-31
Closed – – 445
2022
Q2 		$0 Buy
+31
New +$601 ﹤0.01% 1075

Other funds holding EBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Steward Financial Group's EBC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Eastern Bankshares (EBC) in Q3 2023: 91 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1136 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in EBC as recently as Q1 2023.

Steward Financial Group first reported a position in EBC in Q2 2022 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold EBC as of Q3 2023.

  • Steward Financial Group held 91 shares of Eastern Bankshares worth $1K as of Q3 2023.
  • Eastern Bankshares was a new Steward Financial Group position in Q3 2023.
  • Eastern Bankshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1136 holding.
  • Steward Financial Group first reported a position in Eastern Bankshares in Q2 2022 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.