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Whittier Trust’s Eastern Bankshares EBC Stock Holding History

Whittier Trust’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 		$64.2K Sell
2,827
-7,173
-72% -$146K ﹤0.01% 836
2026
Q1 		$200K Hold
10,000
– – ﹤0.01% 592
2025
Q4 		$194K Hold
10,000
– – ﹤0.01% 599
2025
Q3 		$182K Hold
10,000
– – ﹤0.01% 605
2025
Q2 		$153K Hold
10,000
– – ﹤0.01% 710
2025
Q1 		$164K Hold
10,000
– – ﹤0.01% 687
2024
Q4 		$173K Buy
+10,000
New +$175K ﹤0.01% 689

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Whittier Trust's EBC Position: Q2 2026 in Review

Whittier Trust reduced its Eastern Bankshares (EBC) stake by 72% in Q2 2026, selling an estimated $146K and leaving 2,827 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Whittier Trust first reported a position in EBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $200K in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Whittier Trust held 2,827 shares of Eastern Bankshares worth $64.2K as of Q2 2026.
  • Whittier Trust sold 7,173 Eastern Bankshares shares in Q2 2026, an estimated $146K.
  • Eastern Bankshares made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #836 holding.
  • Whittier Trust first reported a position in Eastern Bankshares in Q4 2024 and has held it in 7 quarters since.
  • Whittier Trust's Eastern Bankshares position peaked at $200K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.