Twin Peaks Wealth Advisors’s Eastern Bankshares EBC Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-9	Closed	-$176	–	783
2026 Q1	$176	Buy	+9	New	+$180	﹤0.01%	2185
2025 Q3	–	Sell	-9	Closed	-$143	–	702
2025 Q2	$143	Buy	+9	New	+$135	﹤0.01%	2070

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

Twin Peaks Wealth Advisors's EBC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Eastern Bankshares (EBC) in Q2 2026, closing a stake of 9 shares — an estimated $176 sold.

Twin Peaks Wealth Advisors first reported a position in EBC in Q2 2025 and held it in 2 quarters. The position peaked at $176 in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Eastern Bankshares position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 9 Eastern Bankshares shares in Q2 2026, an estimated $176.
Twin Peaks Wealth Advisors first reported a position in Eastern Bankshares in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Eastern Bankshares position peaked at $176 in Q1 2026.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.