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VCA
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
–
685
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
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$4.04T AUM
Dimensional Fund Advisors
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
HAM
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$1.34B AUM
28.06%
1-Year Est. Return
Jennison Associates
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34.61%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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