Bank of Montreal’s Eastern Bankshares EBC Stock Holding History

Bank of Montreal’s Portfolio EBC Stock Details EBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$526K	Buy	+23,672	New	+$480K	﹤0.01%	2436
2026 Q1	–	Sell	-10,675	Closed	-$197K	–	3813
2025 Q4	$197K	Buy	10,675 +7	+0.1%	+$128	﹤0.01%	2856
2025 Q3	$194K	Buy	10,668 +343	+3%	+$5.66K	﹤0.01%	2797
2025 Q2	$158K	Hold	10,325	–	–	﹤0.01%	2874
2025 Q1	$169K	Buy	10,325 +125	+1%	+$2.18K	﹤0.01%	2779
2024 Q4	$176K	Sell	10,200 -2	-0%	-$35	﹤0.01%	2803
2024 Q3	$164K	Buy	10,202 +1	+0%	+$16	﹤0.01%	3099
2024 Q2	$143K	Buy	+10,201	New	+$136K	﹤0.01%	3125
2023 Q3	–	Sell	-303,079	Closed	-$3.91M	–	3901
2023 Q2	$3.91M	Buy	+303,079	New	+$3.59M	﹤0.01%	1455
2021 Q2	–	Sell	-4,684	Closed	-$90K	–	4003
2021 Q1	$90K	Sell	4,684 -21,341	-82%	-$371K	﹤0.01%	3436
2020 Q4	$430K	Buy	+26,025	New	+$370K	﹤0.01%	2783

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of Montreal's EBC Position: Q2 2026 in Review

Bank of Montreal opened a new position in Eastern Bankshares (EBC) in Q2 2026: 23,672 shares worth $526K. The stake represents ﹤0.01% of the portfolio and ranks #2436 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in EBC as recently as Q4 2025.

Bank of Montreal first reported a position in EBC in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.91M in Q2 2023. 309 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Bank of Montreal held 23,672 shares of Eastern Bankshares worth $526K as of Q2 2026.
Eastern Bankshares was a new Bank of Montreal position in Q2 2026.
Eastern Bankshares made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2436 holding.
Bank of Montreal first reported a position in Eastern Bankshares in Q4 2020 and has held it in 11 quarters since.
Bank of Montreal's Eastern Bankshares position peaked at $3.91M in Q2 2023.
309 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.