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Eastern Bankshares shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Eastern Bankshares (EBC) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

All positions including Eastern Bankshares held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eastern Bankshares by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3k 94 13.79
2023-12-31 $1.3k 94 14.20

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

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