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Creative Planning EBC Position History

Eastern Bankshares, Inc. • Banking

Quarters held
8
Latest value
$5.9M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q3 2025$83K
Q4 2025$4.8M
Q1 2026$5.5M
Q2 2026$99K
Q2 2026$6.3M
Q3 2026$93K
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M283.0K——
Q3 2026$93K4.4K——
Q2 2026$6.3M281.9K——
Q2 2026$99K4.4K——
Q1 2026$5.5M279.2K——
Q4 2025$4.8M262.0K——
Q3 2025$83K4.6K——
Q3 2025$4.5M247.8K——

Other funds holding EBC

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning EBC Holdings: 13F Position History | Track13F