Eastern BanksharesEBC

13F holders, Q1 2026 (March 31)
300holders +11
38new positions
24sold out
6famous investors
$19.56avg. 13F price*

At the end of Q1 2026, 300 institutions reported holding Eastern Bankshares Inc. (EBC) in their 13F filings, up 11 from Q4 2025. 38 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($327.0M), FMR LLC ($289.8M) and T. Rowe Price Investment Management, Inc. ($263.2M). 6 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Eastern Bankshares Inc.
CUSIP
27627N105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 194Q1 2024Q2 2024: 195Q2 2024Q3 2024: 242Q3 2024Q4 2024: 246Q4 2024Q1 2025: 272Q1 2025Q2 2025: 286Q2 2025Q3 2025: 268Q3 2025Q4 2025: 289Q4 2025Q1 2026: 300Q1 2026Q2 2026: 328Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions38$26.6M
Exits24$26.9M

All 13F filers, Q4 2025 → Q1 2026: 10,774,975 shares bought and 16,692,918 shares sold, net −5,917,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 300 holders

BlackRock, Inc. 0.01% Reduce -6.0% 16,718,373 $327.0M
FMR LLC 0.02% Reduce -15.8% 14,817,500 $289.8M
T. Rowe Price Investment Management, Inc. 0.18% Reduce -2.0% 13,455,787 $263.2M
Vanguard Portfolio Management LLC 0.01% — 10,788,460 $211.0M
Vanguard Capital Management LLC 0.00% — 9,515,766 $186.1M
Dimensional Fund Advisors LP 0.04% Reduce -9.8% 8,618,230 $168.6M
State Street Corp. 0.01% Reduce -4.5% 8,521,529 $166.7M
HoldCo Asset Management, LP 10.75% No change 7,382,772 $144.4M
Jennison Associates LLC 0.09% Add +28.9% 6,846,216 $133.9M
Wellington Management Group LLP 0.02% Reduce -19.5% 5,986,112 $117.1M
Geode Capital Management, LLC 0.01% Add +2.3% 5,551,024 $108.6M
Nomura Asset Management International Inc. 0.10% Reduce -3.6% 2,998,180 $58.6M
Frontier Capital Management Co. LLC 0.57% Reduce -4.1% 2,840,293 $55.6M
Qube Research & Technologies Ltd 0.06% Add +321.4% 2,159,242 $42.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.4% 2,056,811 $40.2M
Brown Advisory Inc. 0.06% Reduce -23.9% 1,963,555 $38.4M
William Blair Investment Management, LLC 0.13% Add +3.4% 1,958,155 $38.3M
Northern Trust Corp. 0.01% Add +2.9% 1,941,527 $38.0M
Massachusetts Financial Services Co. 0.01% Reduce -5.1% 1,915,707 $37.5M
Systematic Financial Management LP 0.83% Reduce -2.9% 1,847,294 $36.1M
FJ Capital Management LLC 3.84% Add +87.9% 1,741,864 $34.1M
Goldman Sachs Group Inc. 0.00% Add +1.4% 1,495,207 $29.2M
Arrowstreet Capital, Limited Partnership 0.02% Add +25.0% 1,447,779 $28.3M
Eastern Bank 0.48% Reduce -0.9% 1,436,953 $28.1M
Vanguard Fiduciary Trust Co. 0.01% — 1,407,065 $27.5M
Nuveen, LLC 0.01% Add +30.6% 1,391,680 $27.2M
Morgan Stanley 0.00% Reduce -26.6% 1,313,458 $25.7M
Manufacturers Life Insurance Company, The 0.02% Reduce -0.3% 1,284,627 $25.1M
Impax Asset Management Group plc 0.17% No change 1,275,000 $24.9M
Susquehanna International Group, LLP 0.03% Add +117.5% 1,219,449 $23.9M
Alyeska Investment Group, L.P. 0.07% Add +71.4% 1,200,000 $23.5M
JPMorgan Chase & Co. 0.00% Reduce -8.1% 1,208,252 $23.2M
Bank of New York Mellon Corp 0.00% Reduce -2.1% 1,104,864 $21.6M
UBS Group AG 0.00% Reduce -41.8% 1,053,340 $20.6M
Jane Street Group, LLC 0.02% Add +370.9% 1,023,284 $20.0M
Bridgewater Associates 0.08% Add +31.8% 941,345 $18.4M
Basswood Capital Management, L.L.C. 0.91% Reduce -23.2% 915,438 $17.9M
Marshall Wace, LLP 0.02% Add +91.6% 846,973 $16.6M
Bank of America Corp. 0.00% Add +18.9% 768,621 $15.0M
Barclays PLC 0.00% Reduce -36.3% 556,668 $10.9M
Jain Global LLC 0.14% Add +59.4% 529,372 $10.4M
Freestone Grove Partners LP 0.06% Reduce -47.1% 455,268 $8.9M
Citadel Advisors 0.01% Reduce -82.3% 425,795 $8.3M
Swiss National Bank 0.00% No change 424,964 $8.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.9% 411,726 $8.1M
Cerity Partners LLC 0.01% Add +602.9% 403,262 $7.9M
Raffles Associates LP 6.70% Add +9.7% 394,788 $7.7M
Invesco Ltd. 0.00% Reduce -1.6% 388,152 $7.6M
Algebris (uk) Ltd. 0.55% Reduce -38.8% 382,442 $7.5M
Bessemer Group Inc. 0.01% Add +36.2% 357,493 $7.0M
State of Wisconsin Investment Board 0.01% Reduce -5.7% 312,021 $6.1M
Renaissance Technologies 0.01% Reduce -28.1% 296,870 $5.8M
American Century Companies Inc. 0.00% Add +67.3% 291,361 $5.7M
Endeavour Capital Advisors Inc. 1.28% Reduce -23.5% 288,893 $5.7M
Focus Partners Wealth 0.01% Reduce -0.5% 284,061 $5.6M
Creative Planning 0.00% Add +6.6% 279,244 $5.5M
Rhumbline Advisers 0.00% Reduce -5.0% 272,655 $5.3M
Alliancebernstein L.P. 0.00% Reduce -5.6% 284,466 $5.2M
California State Teachers Retirement System 0.01% Add +30.6% 267,739 $5.2M
Northstar Asset Management Inc. 1.56% Reduce -21.5% 259,655 $5.1M
Citigroup Inc. 0.00% Reduce -36.8% 244,420 $4.8M
TD Asset Management Inc 0.00% No change 240,558 $4.7M
Millennium Management 0.00% Reduce -78.9% 237,339 $4.6M
Squarepoint Ops LLC 0.01% New 236,867 $4.6M
T. Rowe Price Associates Inc. 0.00% Add +18.8% 234,137 $4.6M
Rafferty Asset Management, LLC 0.02% Reduce -33.6% 225,725 $4.4M
Sei Investments Co. 0.00% Add +83.9% 221,918 $4.3M
Balyasny Asset Management L.P. 0.01% Add +583.1% 219,405 $4.3M
Quantinno Capital Management LP 0.01% Add +378.4% 213,703 $4.2M
Man Group plc 0.01% Reduce -36.1% 204,034 $4.0M
Deutsche Bank AG 0.00% Add +13.0% 196,310 $3.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 192,552 $3.8M
Legal & General Group Plc 0.00% Reduce -14.8% 182,503 $3.6M
Franklin Resources Inc. 0.00% New 182,435 $3.6M
AQR Capital Management 0.00% Reduce -24.8% 177,686 $3.5M
Ameriprise Financial Inc. 0.00% Add +8.8% 176,636 $3.5M
Dark Forest Capital Management LP 0.28% Reduce -53.6% 162,406 $3.2M
Towle & Co. 1.22% Reduce -20.2% 160,260 $3.1M
Williams Jones Wealth Management, LLC. 0.04% Reduce -5.6% 152,640 $3.0M
Sentinel Pension Advisors, LLC 0.43% Reduce -10.6% 150,115 $2.9M
Corient Private Wealth LP 0.00% New 146,642 $2.9M
XTX Topco Ltd 0.05% Reduce -9.0% 139,983 $2.7M
Vanguard Global Advisers, LLC 0.00% — 121,811 $2.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +45.0% 121,761 $2.4M
First Trust Advisors LP 0.00% Reduce -5.7% 118,627 $2.3M
MetLife Investment Management, LLC 0.01% Reduce -4.1% 118,536 $2.3M
State Board of Administration of Florida Retirement System 0.00% Add +163.3% 116,560 $2.3M
Empowered Funds, LLC 0.01% Add +130.6% 115,735 $2.3M
Royal Bank of Canada 0.00% Reduce -1.0% 114,770 $2.2M
Lighthouse Investment Partners, LLC 0.08% New 111,367 $2.2M
Hennessy Advisors Inc. 0.08% Reduce -2.6% 110,000 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -14.1% 106,534 $2.1M
US Bancorp \de 0.00% Add +0.5% 103,165 $2.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.9% 102,015 $2.0M
Janus Henderson Group PLC 0.00% No change 94,598 $1.9M
Northeast Investment Management 0.07% No change 92,488 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -3.9% 91,780 $1.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +17.6% 90,108 $1.8M
Russell Investments Group, Ltd. 0.00% Reduce -0.4% 87,456 $1.7M
Beaumont Financial Advisors, LLC 0.12% Reduce -6.1% 86,966 $1.7M
Weiss Asset Management LP 0.04% Add +142.5% 84,613 $1.7M
Anderson Financial Strategies, LLC 0.90% Reduce -2.5% 80,880 $1.6M
Wells Fargo & Company 0.00% Reduce -66.7% 83,045 $1.6M
Fieldview Capital Management, LLC 0.44% New 76,451 $1.5M
Harbor Group, Inc. 0.21% New 74,443 $1.5M
New York State Common Retirement Fund 0.00% No change 70,771 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -12.6% 70,027 $1.4M
Handelsbanken Fonder AB 0.00% Add +2.0% 70,000 $1.4M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 68,256 $1.3M
Homestead Advisers Corp 0.04% No change 66,800 $1.3M
Verition Fund Management LLC 0.01% Reduce -27.9% 63,618 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +91.4% 63,465 $1.2M
Minerva Advisors LLC 0.79% No change 62,576 $1.2M
Sandy Cove Advisors, LLC 0.35% Add +0.0% 60,195 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -14.2% 59,815 $1.2M
Arizona State Retirement System 0.01% Reduce -1.3% 58,947 $1.2M
Essex Financial Services, Inc. 0.06% Reduce -1.9% 58,409 $1.1M
SlateStone Wealth, LLC 0.09% Add +5.3% 58,373 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -5.1% 57,617 $1.1M
Atom Investors LP 0.08% New 57,297 $1.1M
GAMCO Investors 0.01% No change 56,500 $1.1M
PVG Asset Management Corp. 0.64% New 52,581 $1.1M
Vanguard Investments Australia, Ltd. 0.00% — 51,401 $1.0M
Quantum Portfolio Management LLC 0.43% Reduce -1.5% 50,379 $985K
Mariner, LLC 0.00% Reduce -21.3% 49,207 $962K
Intech Investment Management LLC 0.01% Reduce -40.5% 48,623 $951K
BNP Paribas Financial Markets 0.00% Reduce -18.8% 47,524 $930K
KLP Kapitalforvaltning As 0.00% Add +2.4% 47,338 $926K
SeaCrest Wealth Management, LLC 0.10% No change 46,000 $900K
Twinbeech Capital LP 0.09% New 43,900 $859K
Rockland Trust Co. 0.03% No change 43,443 $850K
Fifth Third Bancorp 0.00% New 41,959 $821K
Sippican Capital Advisors 0.56% No change 41,806 $818K
Fiduciary Trust Co 0.01% Add +172.9% 40,573 $794K
HighTower Advisors, LLC 0.00% Add +19.7% 40,111 $785K
Stifel Financial Corp. 0.00% Reduce -10.6% 39,500 $773K
Moors & Cabot, Inc. 0.03% Reduce -1.1% 39,116 $765K
Savant Capital, LLC 0.00% Add +45.3% 37,579 $735K
Keybank National Association 0.00% Add +15.9% 37,555 $735K
Voya Investment Management LLC 0.00% Reduce -82.3% 37,404 $732K
LPL Financial LLC 0.00% Add +2.5% 35,696 $698K
HRT Financial LP 0.00% New 35,246 $689K
ExodusPoint Capital Management, LP 0.01% New 35,045 $685K
Lynch & Associates 0.13% No change 35,000 $685K
Prudential Financial Inc. 0.00% Add +151.4% 34,342 $672K
Pictet Asset Management Holding SA 0.00% Add +0.1% 33,280 $651K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -9.2% 32,647 $639K
Atria Investments, Inc 0.01% Reduce -9.2% 32,561 $637K
M&T Bank Corp 0.00% Reduce -1.1% 32,507 $636K
Two Sigma Investments, LP 0.00% Add +12.9% 32,324 $632K
ProShare Advisors LLC 0.00% Reduce -22.1% 31,560 $617K
Howland Capital Management LLC 0.02% Reduce -3.1% 31,270 $612K
Alliance Private Wealth, LLC 0.22% No change 31,008 $607K
Index Technologies Group LLC 0.64% Reduce -3.8% 30,221 $591K
Mendon Capital Advisors Corp. 0.23% New 30,000 $587K
Little House Capital LLC 0.15% No change 29,526 $578K
Tower Research Capital LLC (TRC) 0.01% Add +320.5% 28,899 $565K
Captrust Financial Advisors 0.00% Add +0.3% 26,946 $527K
Virtu Financial LLC 0.02% New 26,735 $523K
Janney Montgomery Scott LLC 0.00% Add +0.8% 26,739 $523K
PNC Financial Services Group, Inc. 0.00% Reduce -5.2% 26,378 $516K
Gsa Capital Partners LLP 0.03% New 26,293 $514K
Boston Family Office LLC 0.03% Reduce -4.0% 25,700 $503K
SG Americas Securities, LLC 0.00% Reduce -61.6% 25,195 $493K
Victory Capital Management Inc. 0.00% Reduce -2.1% 24,856 $486K
Sheets Smith Wealth Management 0.05% Reduce -0.3% 22,840 $447K
Financial Engines Advisors L.L.C. 0.00% No change 22,014 $431K
GTS Securities LLC 0.02% New 21,924 $429K
Mutual Advisors, LLC 0.01% Add +17.4% 21,719 $425K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -18.7% 21,309 $417K
Genesis Wealth Advisors, LLC 0.28% No change 21,234 $415K
Xponance LLC 0.00% Add +17.9% 20,644 $404K
Kitching Partners, LLC 0.37% Add +0.7% 20,503 $401K
Ballentine Partners, LLC 0.01% Add +0.2% 19,881 $389K
DRW Securities, LLC 0.02% Reduce -46.3% 19,830 $388K
Allspring Global Investments Holdings, LLC 0.00% Add +11.4% 19,305 $382K
Brooklyn Investment Group 0.01% New 19,504 $381K
AE Wealth Management LLC 0.00% Add +15.2% 19,069 $373K
Ashton Thomas Private Wealth, LLC 0.01% Add +13.6% 18,987 $371K
Public Employees Retirement Association of Colorado 0.00% No change 18,789 $368K
S&co Inc. 0.02% No change 18,305 $358K
Raymond James Financial Inc. 0.00% Add +39.7% 18,152 $355K
Twelve Points Wealth Management LLC 0.08% Reduce -0.8% 18,016 $352K
Ameritas Investment Partners, Inc. 0.01% No change 17,991 $352K
Campbell & CO Investment Adviser LLC 0.02% New 16,602 $325K
Whalerock Point Partners, LLC 0.06% No change 16,247 $318K
Hillsdale Investment Management Inc. 0.01% New 16,230 $317K
Sequoia Financial Advisors, LLC 0.00% Reduce -18.7% 16,157 $316K
Ensign Peak Advisors, Inc 0.00% No change 15,901 $311K
Marble Harbor Investment Counsel, LLC 0.03% No change 15,866 $310K
Kingsview Wealth Management, LLC 0.00% Reduce -0.0% 15,610 $305K
Vanguard Personalized Indexing Management, LLC 0.00% Add +28.6% 15,567 $304K
Private Advisor Group, LLC 0.00% New 14,682 $287K
Mayflower Financial Advisors, LLC 0.03% Add +0.1% 14,508 $284K
Somerville Kurt F 0.07% No change 14,248 $279K
PCM Encore, LLC 0.06% Reduce -0.3% 14,073 $275K
EP Wealth Advisors, LLC 0.00% Add +9.8% 14,031 $274K
Single Point Partners, LLC 0.05% Add +0.7% 13,945 $273K
Swiss Life Asset Management Ltd 0.00% New 13,751 $269K
PFG Investments, LLC 0.01% Add +0.6% 13,694 $268K
State of Wyoming 0.03% Add +230.5% 13,655 $267K
Barrett & Company, Inc. 0.09% No change 13,545 $265K
World Investment Advisors 0.00% Add +0.0% 13,096 $256K
CIBC Bancorp USA Inc. 0.00% — 12,933 $253K
Abacus Wealth Partners, LLC 0.02% Reduce -0.6% 12,727 $249K
Headlands Technologies LLC 0.03% New 12,690 $248K
Tortoise Investment Management, LLC 0.02% No change 12,478 $244K
Centiva Capital, LP 0.01% New 12,129 $237K
DNB Asset Management AS 0.00% New 11,661 $228K
Integrated Wealth Concepts LLC 0.00% New 11,529 $226K
Cwm, LLC 0.00% Reduce -0.6% 11,368 $222K
Quadrant Capital Group LLC 0.01% Reduce -0.1% 10,968 $215K
STRS Ohio 0.00% Reduce -60.6% 10,600 $207K
Commerce Bank 0.00% New 10,387 $203K
Roundview Capital LLC 0.01% No change 10,326 $202K
Whittier Trust Co. 0.00% No change 10,000 $200K
Orion Porfolio Solutions, LLC 0.00% Reduce -1.9% 10,206 $200K
Wealthcare Advisory Partners LLC 0.00% New 10,018 $196K
Pension & Wealth Management Advisors, Inc. 0.06% No change 10,000 $196K
Mascoma Wealth Management LLC 0.04% No change 9,912 $194K
Farther Finance Advisors, LLC 0.00% Add +15.9% 8,206 $162K
Caldwell Sutter Capital, Inc. 0.07% No change 8,232 $161K
Bayforest Capital Ltd 0.18% Add +150.2% 8,114 $159K
KBC Group NV 0.00% Add +36.5% 7,932 $155K
1620 Investment Advisors, Inc. 0.10% Add +5.3% 7,468 $146K
Sterling Capital Management LLC 0.00% Reduce -43.8% 7,240 $142K
Signaturefd, LLC 0.00% Add +3.4% 5,497 $108K
Hantz Financial Services, Inc. 0.00% Reduce -13.2% 5,196 $102K
Knott David M Jr 0.06% No change 5,000 $98K
Advisory Services Network, LLC 0.00% New 5,000 $98K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +24.5% 3,817 $75K
Federated Hermes, Inc. 0.00% Add +123.1% 3,733 $73K
Sachetta, LLC 0.03% Add +0.7% 2,652 $52K
Jones Financial Companies LLLP 0.00% Add +544.1% 2,673 $51K
Parallel Advisors, LLC 0.00% Add +6.7% 2,596 $51K
SHP Wealth Management 0.00% Reduce -10.9% 2,528 $49K
Allworth Financial LP 0.00% Add +4.0% 2,342 $46K
EverSource Wealth Advisors, LLC 0.00% Add +32.3% 2,166 $42K
PFS Partners, LLC 0.02% No change 2,059 $40K
Nisa Investment Advisors, LLC 0.00% No change 2,040 $40K
Assetmark, Inc. 0.00% Add +3.3% 2,024 $40K
Group One Trading LLC 0.00% New 1,930 $38K
Nomura Asset Management Co. Ltd. 0.00% No change 1,800 $35K
Corsicana & Co. 0.02% No change 2,000 $33K
GAMMA Investing LLC 0.00% Add +11.3% 1,431 $28K
Versant Capital Management, Inc 0.00% No change 1,385 $27K
Kemnay Advisory Services Inc. 0.00% Add +121.8% 1,364 $27K
MAI Capital Management 0.00% Add +8.0% 1,302 $25K
Arax Advisory Partners 0.00% Add +11.0% 1,144 $22K
Northwestern Mutual Wealth Management Co. 0.00% New 1,100 $22K
Public Employees Retirement System of Ohio 0.00% Add +5.5% 1,005 $20K
Cornerstone Financial Management LLC 0.02% No change 1,000 $20K
Coastline Trust Co 0.00% No change 1,000 $20K
Westside Investment Management, Inc. 0.00% No change 952 $19K
Los Angeles Capital Management LLC 0.00% No change 964 $19K
Optiver Holding B.V. 0.00% Reduce -6.1% 929 $18K
Covestor Ltd 0.01% Add +9300.0% 940 $18K
Clean Yield Group 0.01% No change 900 $18K
Root Financial Partners, LLC 0.00% Add +29.8% 688 $13K
Essential Partners LLC 0.00% No change 636 $12K
Smartleaf Asset Management LLC 0.00% Reduce -20.4% 595 $11K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 490 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Add +65.6% 500 $10K
Rothschild Investment LLC 0.00% Add +14.3% 478 $9K
Harbor Capital Advisors, Inc. 0.00% Add +86.7% 478 $9K
Danske Bank A/S 0.00% Reduce -79.0% 400 $8K
Federation des caisses Desjardins du Quebec 0.00% New 357 $7K
CVA Family Office, LLC 0.00% New 253 $5K
Parkside Financial Bank & Trust 0.00% No change 243 $5K
American Capital Advisory, LLC 0.00% No change 200 $4K
Bare Financial Services, Inc 0.00% Reduce -13.5% 166 $3K
Zions Bancorporation, National Association 0.00% Add +20.3% 154 $3K
Rockefeller Capital Management L.P. 0.00% Add +173.5% 134 $3K
Fortitude Family Office, LLC 0.00% Add +200.0% 114 $2K
Capital Advisors, Ltd. LLC 0.00% No change 112 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +1.0% 102 $2K
Private Wealth Management Group, LLC 0.00% No change 94 $2K
JFS Wealth Advisors, LLC 0.00% Add +1.1% 91 $2K
Napier Financial, LLC 0.00% New 84 $2K
First Pacific Advisors, LP 0.00% Reduce -99.9% 83 $2K
IFP Advisors, Inc 0.00% Reduce -12.1% 80 $2K
MH & Associates Securities Management Corp. 0.00% No change 50 $978
C M Bidwell & Associates Ltd. 0.00% No change 42 $822
Pinnacle Wealth Planning Services, Inc. 0.00% Add +56.0% 39 $763
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $607
Trust Co 0.00% No change 30 $587
SJS Investment Consulting Inc. 0.00% Add +50.0% 30 $587
Financial Consulate, Inc. 0.00% No change 29 $568
Physician Wealth Advisors, Inc. 0.00% New 29 $568
Bay Harbor Wealth Management, LLC 0.00% Add +150.0% 25 $489
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.0% 21 $411
Vanguard Advisers Inc. 0.00% — 21 $411
Vermillion Wealth Management, Inc. 0.00% New 20 $391
Rialto Wealth Management, LLC 0.00% Reduce -11.1% 16 $313
HFM Investment Advisors, LLC 0.00% Add +33.3% 16 $313
Twin Peaks Wealth Advisors, LLC 0.00% New 9 $176
Curio Wealth, LLC 0.00% New 4 $78
Dunhill Financial, LLC 0.00% Reduce -25.0% 3 $73
True Wealth Design, LLC 0.00% No change 3 $59
Raffa Wealth Management, LLC 0.00% New 2 $39

"% of holder's portfolio" is EBC's weight in each manager's 13F, not the share of Eastern Bankshares Inc. the manager owns.