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Eastern Bankshares shares owned by Capital Advisors

Quarter-by-quarter ownership of Eastern Bankshares (EBC) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Eastern Bankshares held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eastern Bankshares by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0k 112 17.86
2023-12-31 $2.0k 112 17.86
2023-09-30 $1.0k 112 8.93
2023-06-30 $1.0k 112 8.93
2023-03-31 $0 25 0.00

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Capital Advisors

Top funds holding Eastern Bankshares

Vanguard Group
Dimensional Fund Advisors
Wellington Management Company
Henderson Group
Brown Advisory Holdings Incorporated
Jennison Associates
William Blair Investment Management
Goldman Sachs Group
Jpmorgan Chase & Co
Norges Bank Investment Management
Charles Schwab Investment Management
Citadel Advisors
Bank of New York Mellon
Impax Asset Management Group
Raffles Associates

View all funds holding Eastern Bankshares