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Verdence Capital Advisors’s Eastern Bankshares EBC Stock Holding History

Verdence Capital 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
Q1 		– Sell
-42,631
Closed -$786K – 683
2025
Q4 		$786K Buy
42,631
+10,945
+35% +$200K 0.05% 315
2025
Q3 		$546K Buy
31,686
+1,154
+4% +$19K 0.03% 422
2025
Q2 		$466K Buy
30,532
+840
+3% +$12.6K 0.03% 444
2025
Q1 		$487K Buy
29,692
+9,155
+45% +$159K 0.04% 395
2024
Q4 		$354K Buy
20,537
+51
+0.2% +$891 0.03% 451
2024
Q3 		$336K Buy
20,486
+1,075
+6% +$17K 0.03% 487
2024
Q2 		$271K Buy
19,411
+379
+2% +$5.04K 0.02% 501
2024
Q1 		$262K Sell
19,032
-284
-1% -$3.86K 0.02% 516
2023
Q4 		$274K Sell
19,316
-92
-0.5% -$1.15K 0.03% 487
2023
Q3 		$243K Buy
19,408
+4,792
+33% +$64.5K 0.03% 494
2023
Q2 		$179K Sell
14,616
-790
-5% -$9.35K 0.02% 515
2023
Q1 		$194K Buy
15,406
+2,437
+19% +$37.5K 0.02% 518
2022
Q4 		$224K Sell
12,969
-3,729
-22% -$71.3K 0.03% 450
2022
Q3 		$328K Buy
16,698
+361
+2% +$7.22K 0.05% 352
2022
Q2 		$302K Sell
16,337
-497
-3% -$9.63K 0.04% 378
2022
Q1 		$363K Buy
16,834
+1,045
+7% +$22.3K 0.04% 368
2021
Q4 		$318K Buy
+15,789
New +$328K 0.04% 404

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Verdence Capital Advisors's EBC Position: Q1 2026 in Review

Verdence Capital Advisors sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 42,631 shares — an estimated $786K sold.

Verdence Capital Advisors first reported a position in EBC in Q4 2021 and held it in 17 quarters. The position peaked at $786K in Q4 2025. 300 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Verdence Capital Advisors reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 42,631 Eastern Bankshares shares in Q1 2026, an estimated $786K.
  • Verdence Capital Advisors first reported a position in Eastern Bankshares in Q4 2021 and held it in 17 quarters.
  • Verdence Capital Advisors's Eastern Bankshares position peaked at $786K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.