Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Eastern Bankshares EBC Stock Holding History

Steward Partners Investment Advisory’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 		$1.3M Sell
58,596
-1,219
-2% -$24.7K 0.01% 1131
2026
Q1 		$1.17M Sell
59,815
-9,861
-14% -$197K 0.01% 1078
2025
Q4 		$1.28M Sell
69,676
-954
-1% -$17.5K 0.01% 951
2025
Q3 		$1.28M Sell
70,630
-2,040
-3% -$33.7K 0.01% 946
2025
Q2 		$1.11M Sell
72,670
-235
-0.3% -$3.53K 0.01% 948
2025
Q1 		$1.2M Buy
72,905
+200
+0.3% +$3.48K 0.01% 845
2024
Q4 		$1.25M Buy
72,705
+10,130
+16% +$177K 0.01% 797
2024
Q3 		$1.03M Buy
62,575
+335
+0.5% +$5.3K 0.01% 839
2024
Q2 		$870K Buy
62,240
+6,775
+12% +$90K 0.01% 857
2024
Q1 		$764K Buy
55,465
+8,115
+17% +$110K 0.01% 887
2023
Q4 		$672K Buy
47,350
+10,670
+29% +$133K 0.01% 866
2023
Q3 		$460K Buy
36,680
+20,605
+128% +$277K 0.01% 951
2023
Q2 		$197K Buy
+16,075
New +$190K ﹤0.01% 1297
2022
Q2 		– Sell
-2,000
Closed -$43K – 3270
2022
Q1 		$43K Hold
2,000
– – ﹤0.01% 1988
2021
Q4 		$40K Hold
2,000
– – ﹤0.01% 2011
2021
Q3 		$41K Hold
2,000
– – ﹤0.01% 1991
2021
Q2 		$41K Buy
+2,000
New +$42.4K ﹤0.01% 3728

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Steward Partners Investment Advisory's EBC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Eastern Bankshares (EBC) stake by 2% in Q2 2026, selling an estimated $24.7K and leaving 58,596 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #1131.

Steward Partners Investment Advisory first reported a position in EBC in Q2 2021 and has held it in 17 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Steward Partners Investment Advisory held 58,596 shares of Eastern Bankshares worth $1.3M as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,219 Eastern Bankshares shares in Q2 2026, an estimated $24.7K.
  • Eastern Bankshares made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1131 holding.
  • Steward Partners Investment Advisory first reported a position in Eastern Bankshares in Q2 2021 and has held it in 17 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.