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 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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williams Jones Wealth Management's EBC Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Eastern Bankshares (EBC) stake by 5.6% in Q1 2026, selling an estimated $181K and leaving 152,640 shares worth $2.99M. The position accounts for 0.04% of the portfolio, ranked #164.

Williams Jones Wealth Management first reported a position in EBC in Q3 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

Williams Jones Wealth Management held 152,640 shares of Eastern Bankshares worth $2.99M as of Q1 2026.
Williams Jones Wealth Management sold 9,073 Eastern Bankshares shares in Q1 2026, an estimated $181K.
Eastern Bankshares made up 0.04% of Williams Jones Wealth Management's portfolio in Q1 2026, its #164 holding.
Williams Jones Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.