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Eastern Bankshares shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eastern Bankshares by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 14k 16.39

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View all positions for EP Wealth Advisors

Top funds holding Eastern Bankshares

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
First Trust Advisors
Jennison Associates
Henderson Group
Brown Advisory Holdings Incorporated
William Blair Investment Management
Massachusetts Financial Services
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Eastern Bankshares