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Wealthspire Advisors (New York)’s Eastern Bankshares EBC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-43
Closed -$780 – 1537
2025
Q3 		$780 Buy
+43
New +$709 ﹤0.01% 2776

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s EBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Eastern Bankshares (EBC) in Q4 2025, closing a stake of 43 shares — an estimated $780 sold.

Wealthspire Advisors (New York) first reported a position in EBC in Q3 2025 and held it in 1 quarter. The position peaked at $780 in Q3 2025. 288 funds tracked by Wall St. Rank hold EBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Eastern Bankshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 43 Eastern Bankshares shares in Q4 2025, an estimated $780.
  • Wealthspire Advisors (New York) first reported a position in Eastern Bankshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Eastern Bankshares position peaked at $780 in Q3 2025.
  • 288 funds tracked by Wall St. Rank held Eastern Bankshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.