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 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 Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

Vest Financial's EBC Position: Q2 2026 in Review

Vest Financial opened a new position in Eastern Bankshares (EBC) in Q2 2026: 95,197 shares worth $2.12M. The stake represents 0.02% of the portfolio and ranks #323 among its holdings. This is a return to the name: Vest Financial previously reported a position in EBC as recently as Q3 2025.

Vest Financial first reported a position in EBC in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q1 2025. 95 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Vest Financial held 95,197 shares of Eastern Bankshares worth $2.12M as of Q2 2026.
Eastern Bankshares was a new Vest Financial position in Q2 2026.
Eastern Bankshares made up 0.02% of Vest Financial's portfolio in Q2 2026, its #323 holding.
Vest Financial first reported a position in Eastern Bankshares in Q1 2024 and has held it in 8 quarters since.
Vest Financial's Eastern Bankshares position peaked at $2.48M in Q1 2025.
95 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.