Wealth Enhancement Advisory Services’s Eastern Bankshares EBC Stock Holding History

Wealth Enhancement Advisory Services’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	$358K	Buy	+16,043	New	+$326K	﹤0.01%	3028

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

Wealth Enhancement Advisory Services's EBC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Eastern Bankshares (EBC) in Q2 2026: 16,043 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #3028 among its holdings.

328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Wealth Enhancement Advisory Services held 16,043 shares of Eastern Bankshares worth $358K as of Q2 2026.
Eastern Bankshares was a new Wealth Enhancement Advisory Services position in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3028 holding.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.