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Eastern Bankshares shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eastern Bankshares by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $220k 13k 17.25
2024-09-30 $209k 13k 16.39

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)

View all positions for Plante Moran Financial Advisors

Top funds holding Eastern Bankshares

Vanguard Group
FMR
BlackRock
T. Rowe Price Investment Management
Dimensional Fund Advisors
State Street Corporation
HoldCo Asset Management
Jennison Associates
Geode Capital Management
Brown Advisory Holdings Incorporated
Frontier Capital Management
Wellington Management Company
Azora Capital
Macquarie Group
William Blair Investment Management

View all funds holding Eastern Bankshares