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Twelve Points Wealth Management’s Eastern Bankshares EBC Stock Holding History

Twelve Points Wealth 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
Q2 		$332K Sell
14,933
-3,083
-17% -$62.6K 0.07% 165
2026
Q1 		$352K Sell
18,016
-138
-0.8% -$2.75K 0.08% 152
2025
Q4 		$353K Buy
+18,154
New +$332K 0.08% 151

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 $3.37T AUM 44.26% 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

Twelve Points Wealth Management's EBC Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its Eastern Bankshares (EBC) stake by 17% in Q2 2026, selling an estimated $62.6K and leaving 14,933 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #165.

Twelve Points Wealth Management first reported a position in EBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Twelve Points Wealth Management held 14,933 shares of Eastern Bankshares worth $332K as of Q2 2026.
  • Twelve Points Wealth Management sold 3,083 Eastern Bankshares shares in Q2 2026, an estimated $62.6K.
  • Eastern Bankshares made up 0.07% of Twelve Points Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Twelve Points Wealth Management first reported a position in Eastern Bankshares in Q4 2025 and has held it in 3 quarters since.
  • Twelve Points Wealth Management's Eastern Bankshares position peaked at $353K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.