Wealthcare Advisory Partners’s Eastern Bankshares EBC Stock Holding History

Wealthcare Advisory Partners’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	$223K	Sell	10,005 -13	-0.1%	-$264	﹤0.01%	1003
2026 Q1	$196K	Buy	+10,018	New	+$200K	﹤0.01%	1027

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

Wealthcare Advisory Partners's EBC Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Eastern Bankshares (EBC) stake by 0.13% in Q2 2026, selling an estimated $264 and leaving 10,005 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Wealthcare Advisory Partners first reported a position in EBC in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Wealthcare Advisory Partners held 10,005 shares of Eastern Bankshares worth $223K as of Q2 2026.
Wealthcare Advisory Partners sold 13 Eastern Bankshares shares in Q2 2026, an estimated $264.
Eastern Bankshares made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1003 holding.
Wealthcare Advisory Partners first reported a position in Eastern Bankshares in Q1 2026 and has held it in 2 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.