Sequoia Financial Advisors »

Eastern Bankshares shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Eastern Bankshares

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eastern Bankshares by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 15k 16.39
2024-06-30 $210k 15k 13.98
2024-03-31 $207k 15k 13.78
2023-12-31 $213k 15k 14.20
2023-09-30 $191k 15k 12.54
2023-06-30 $184k 15k 12.27

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Sequoia Financial Advisors

Top funds holding Eastern Bankshares

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

View all funds holding Eastern Bankshares