Sequoia Financial Advisors, LLC

Position in EBC — Eastern Bankshares, Inc.

CIK 1599900 Akron, OH

Position in EBC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$359,820

+$43,790 QoQ

Shares Held

16,179

+0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#189

of 321 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. EBC ranks #83 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HBAN	Huntington Bancshares Inc /Md/	638,779	$11,325,551
2	USB	US Bancorp De	162,867	$9,837,166
3	ZION	Zions Bancorporation, National Association /Ut/	99,262	$6,867,937
4	PNC	Pnc Financial Services Group, Inc.	24,717	$6,085,819
5	WAL	Western Alliance Bancorporation	65,552	$5,388,374
6	CFG	Citizens Financial Group Inc/Ri	58,388	$4,091,247
7	TFC	Truist Financial Corp	73,813	$3,677,363
8	IBN	Icici Bank Ltd	107,529	$3,121,566

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,820	16,179	+0.1%	Shares	Sole	2026-07-17
2026-03-31	$316,030	16,157	-18.7%	Shares	Sole	2026-04-30
2025-12-31	$366,167	19,868	+28.0%	Shares	Sole	2026-02-03
2025-09-30	$281,688	15,520	+0.5%	Shares	Sole	2025-10-29
2025-06-30	$235,890	15,448	+2.3%	Shares	Sole	2025-07-25
2025-03-31	$247,574	15,096	0.0%	Shares	Sole	2025-04-23
2024-12-31	$260,406	15,096	0.0%	Shares	Sole	2025-08-08
2024-09-30	$247,423	15,096	+0.4%	Shares	Sole	2024-10-21
2024-06-30	$210,217	15,037	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$206,700	15,000	0.0%	Shares	Sole	2024-04-30
2023-12-31	$213,000	15,000	-1.6%	Shares	Sole	2024-01-26
2023-09-30	$191,134	15,242	+1.6%	Shares	Sole	2023-11-08
2023-06-30	$184,050	15,000	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.