Vest Financial
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Vest Financial’s Eastern Bankshares EBC Stock Holding History

Vest Financial’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
Q3 		$3.95M Buy
188,493
+93,296
+98% +$2.09M 0.04% 273
2026
Q2 		$2.12M Buy
+95,197
New +$1.93M 0.02% 323
2025
Q4 		– Sell
-71,331
Closed -$1.29M – 424
2025
Q3 		$1.29M Sell
71,331
-48,563
-41% -$801K 0.02% 338
2025
Q2 		$1.83M Sell
119,894
-31,127
-21% -$467K 0.03% 287
2025
Q1 		$2.48M Buy
151,021
+8,926
+6% +$155K 0.04% 217
2024
Q4 		$2.45M Buy
142,095
+53,871
+61% +$941K 0.04% 161
2024
Q3 		$1.45M Buy
88,224
+2,868
+3% +$45.3K 0.03% 197
2024
Q2 		$1.19M Buy
85,356
+20,314
+31% +$270K 0.03% 127
2024
Q1 		$896K Buy
+65,042
New +$883K 0.02% 150

Other funds holding EBC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Northeast Investment Management
Northeast Investment Management Boston, Massachusetts $2.79B AUM 21.78% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Vest Financial's EBC Position: Q3 2026 in Review

Vest Financial increased its Eastern Bankshares (EBC) stake by 98% in Q3 2026, buying an estimated $2.09M and bringing the position to 188,493 shares worth $3.95M. The position accounts for 0.04% of the portfolio, ranked #273.

Vest Financial first reported a position in EBC in Q1 2024 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Vest Financial held 188,493 shares of Eastern Bankshares worth $3.95M as of Q3 2026.
  • Vest Financial bought 93,296 Eastern Bankshares shares in Q3 2026, an estimated $2.09M.
  • Eastern Bankshares made up 0.04% of Vest Financial's portfolio in Q3 2026, its #273 holding.
  • Vest Financial first reported a position in Eastern Bankshares in Q1 2024 and has held it in 9 quarters since.
  • 80 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.