True Wealth Design
EBC icon

True Wealth Design’s Eastern Bankshares EBC Stock Holding History

True Wealth Design’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
Q3 		$63 Hold
3
– – ﹤0.01% 2492
2026
Q2 		$67 Hold
3
– – ﹤0.01% 2580
2026
Q1 		$59 Hold
3
– – ﹤0.01% 2545
2025
Q4 		$56 Buy
3
+1
+50% +$18 ﹤0.01% 2408
2025
Q3 		$37 Hold
2
– – ﹤0.01% 2605
2025
Q2 		$31 Hold
2
– – ﹤0.01% 2463
2025
Q1 		$33 Buy
+2
New +$35 ﹤0.01% 2481

Other funds holding EBC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's EBC Position: Q3 2026 in Review

True Wealth Design held its Eastern Bankshares (EBC) position steady in Q3 2026 at 3 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

True Wealth Design first reported a position in EBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $67 in Q2 2026. 41 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • True Wealth Design held 3 shares of Eastern Bankshares worth $63 as of Q3 2026.
  • True Wealth Design left its Eastern Bankshares share count unchanged in Q3 2026.
  • Eastern Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2492 holding.
  • True Wealth Design first reported a position in Eastern Bankshares in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Eastern Bankshares position peaked at $67 in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.