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 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

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

True Wealth Design's EBC Position: Q2 2026 in Review

True Wealth Design held its Eastern Bankshares (EBC) position steady in Q2 2026 at 3 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

True Wealth Design first reported a position in EBC in Q1 2025 and has held it in 6 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

True Wealth Design held 3 shares of Eastern Bankshares worth $67 as of Q2 2026.
True Wealth Design left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2580 holding.
True Wealth Design first reported a position in Eastern Bankshares in Q1 2025 and has held it in 6 quarters since.
327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.