Williams Jones Wealth Management’s Eastern Bankshares EBC Stock Holding History

Williams Jones Wealth Management’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	$3.37M	Sell	151,390 -1,250	-0.8%	-$25.4K	0.04%	167
2026 Q1	$2.99M	Sell	152,640 -9,073	-6%	-$181K	0.04%	164
2025 Q4	$2.98M	Buy	161,713 +123,280	+321%	+$2.26M	0.03%	168
2025 Q3	$698K	Buy	38,433 +12,793	+50%	+$211K	0.01%	303
2025 Q2	$392K	Sell	25,640 -500	-2%	-$7.51K	﹤0.01%	383
2025 Q1	$429K	Sell	26,140 -500	-2%	-$8.71K	0.01%	356
2024 Q4	$460K	Sell	26,640 -500	-2%	-$8.73K	0.01%	356
2024 Q3	$445K	Buy	+27,140	New	+$429K	0.01%	375

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

Williams Jones Wealth Management's EBC Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Eastern Bankshares (EBC) stake by 0.82% in Q2 2026, selling an estimated $25.4K and leaving 151,390 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #167.

Williams Jones Wealth Management first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Williams Jones Wealth Management held 151,390 shares of Eastern Bankshares worth $3.37M as of Q2 2026.
Williams Jones Wealth Management sold 1,250 Eastern Bankshares shares in Q2 2026, an estimated $25.4K.
Eastern Bankshares made up 0.04% of Williams Jones Wealth Management's portfolio in Q2 2026, its #167 holding.
Williams Jones Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.