Citigroup
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Citigroup’s Eastern Bankshares EBC Stock Holding History

Citigroup’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
Q3 		$2.75M Sell
131,203
-121,273
-48% -$2.72M ﹤0.01% 2581
2026
Q2 		$5.62M Buy
252,476
+8,056
+3% +$164K ﹤0.01% 2053
2026
Q1 		$4.78M Sell
244,420
-142,031
-37% -$2.83M ﹤0.01% 2014
2025
Q4 		$7.12M Buy
386,451
+213,698
+124% +$3.91M ﹤0.01% 1770
2025
Q3 		$3.14M Sell
172,753
-40,715
-19% -$672K ﹤0.01% 2322
2025
Q2 		$3.26M Sell
213,468
-139,075
-39% -$2.09M ﹤0.01% 2260
2025
Q1 		$5.78M Buy
352,543
+89,533
+34% +$1.56M ﹤0.01% 1779
2024
Q4 		$4.54M Buy
263,010
+9,597
+4% +$168K ﹤0.01% 2065
2024
Q3 		$4.15M Buy
253,413
+62,189
+33% +$983K ﹤0.01% 2011
2024
Q2 		$2.67M Sell
191,224
-72,083
-27% -$958K ﹤0.01% 2105
2024
Q1 		$3.63M Buy
263,307
+113,512
+76% +$1.54M ﹤0.01% 1957
2023
Q4 		$2.13M Buy
149,795
+99,489
+198% +$1.24M ﹤0.01% 2191
2023
Q3 		$631K Sell
50,306
-105,568
-68% -$1.42M ﹤0.01% 2887
2023
Q2 		$1.91M Buy
155,874
+127,307
+446% +$1.51M ﹤0.01% 2258
2023
Q1 		$361K Buy
28,567
+22,258
+353% +$343K ﹤0.01% 3359
2022
Q4 		$109K Sell
6,309
-2,649
-30% -$50.7K ﹤0.01% 3990
2022
Q3 		$175K Sell
8,958
-10,006
-53% -$200K ﹤0.01% 3832
2022
Q2 		$350K Buy
18,964
+3,614
+24% +$70.1K ﹤0.01% 3489
2022
Q1 		$330K Sell
15,350
-33,126
-68% -$705K ﹤0.01% 3779
2021
Q4 		$978K Buy
48,476
+21,052
+77% +$437K ﹤0.01% 3286
2021
Q3 		$557K Sell
27,424
-82,955
-75% -$1.59M ﹤0.01% 3530
2021
Q2 		$2.27M Sell
110,379
-57,565
-34% -$1.22M ﹤0.01% 2572
2021
Q1 		$3.24M Buy
167,944
+136,203
+429% +$2.37M ﹤0.01% 2139
2020
Q4 		$518K Buy
+31,741
New +$451K ﹤0.01% 4175

Other funds holding EBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Sentinel Pension Advisors
Sentinel Pension Advisors Wakefield, Massachusetts $801M AUM 10.58% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund Oak Brook, Illinois $8.94B AUM 30.57% 1-Year Est. Return

Citigroup's EBC Position: Q3 2026 in Review

Citigroup reduced its Eastern Bankshares (EBC) stake by 48% in Q3 2026, selling an estimated $2.72M and leaving 131,203 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Citigroup first reported a position in EBC in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.12M in Q4 2025. 119 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Citigroup held 131,203 shares of Eastern Bankshares worth $2.75M as of Q3 2026.
  • Citigroup sold 121,273 Eastern Bankshares shares in Q3 2026, an estimated $2.72M.
  • Eastern Bankshares made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #2581 holding.
  • Citigroup first reported a position in Eastern Bankshares in Q4 2020 and has held it in 24 quarters since.
  • Citigroup's Eastern Bankshares position peaked at $7.12M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.