Charles Schwab
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Charles Schwab’s Eastern Bankshares EBC Stock Holding History

Charles Schwab’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 		$47.9M Buy
2,153,384
+96,573
+5% +$1.96M 0.01% 1281
2026
Q1 		$40.2M Sell
2,056,811
-28,918
-1% -$577K 0.01% 1291
2025
Q4 		$38.4M Buy
2,085,729
+173,243
+9% +$3.17M 0.01% 1325
2025
Q3 		$34.7M Buy
1,912,486
+23,803
+1% +$393K 0.01% 1384
2025
Q2 		$28.8M Sell
1,888,683
-64,049
-3% -$962K 0.01% 1445
2025
Q1 		$32M Sell
1,952,732
-68,102
-3% -$1.19M 0.01% 1361
2024
Q4 		$34.9M Buy
2,020,834
+20,792
+1% +$363K 0.01% 1375
2024
Q3 		$32.8M Buy
2,000,042
+329,133
+20% +$5.2M 0.01% 1396
2024
Q2 		$23.4M Buy
1,670,909
+56,086
+3% +$745K ﹤0.01% 1574
2024
Q1 		$22.3M Buy
1,614,823
+63,710
+4% +$865K 0.01% 1547
2023
Q4 		$22M Buy
1,551,113
+70,561
+5% +$881K 0.01% 1545
2023
Q3 		$18.6M Buy
1,480,552
+66,050
+5% +$889K 0.01% 1547
2023
Q2 		$17.4M Buy
1,414,502
+57,601
+4% +$682K 0.01% 1595
2023
Q1 		$17.1M Buy
1,356,901
+26,075
+2% +$402K 0.01% 1584
2022
Q4 		$23M Buy
1,330,826
+55,662
+4% +$1.06M 0.01% 1338
2022
Q3 		$25M Buy
1,275,164
+36,450
+3% +$729K 0.01% 1227
2022
Q2 		$22.9M Sell
1,238,714
-29,765
-2% -$577K 0.01% 1298
2022
Q1 		$27.3M Buy
1,268,479
+57,817
+5% +$1.23M 0.01% 1299
2021
Q4 		$24.4M Buy
1,210,662
+24,311
+2% +$505K 0.01% 1419
2021
Q3 		$24.1M Sell
1,186,351
-68,954
-5% -$1.32M 0.01% 1420
2021
Q2 		$25.8M Buy
1,255,305
+29,030
+2% +$615K 0.01% 1375
2021
Q1 		$23.7M Buy
1,226,275
+38,210
+3% +$664K 0.01% 1396
2020
Q4 		$19.4M Buy
+1,188,065
New +$16.9M 0.01% 1432

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Charles Schwab's EBC Position: Q2 2026 in Review

Charles Schwab increased its Eastern Bankshares (EBC) stake by 4.7% in Q2 2026, buying an estimated $1.96M and bringing the position to 2,153,384 shares worth $47.9M. The position accounts for 0.01% of the portfolio, ranked #1281.

Charles Schwab first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Charles Schwab held 2,153,384 shares of Eastern Bankshares worth $47.9M as of Q2 2026.
  • Charles Schwab bought 96,573 Eastern Bankshares shares in Q2 2026, an estimated $1.96M.
  • Eastern Bankshares made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1281 holding.
  • Charles Schwab first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.