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Custom Index Systems’s Eastern Bankshares EBC Stock Holding History

Custom Index Systems’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 		$1.14M Buy
51,424
+1,045
+2% +$21.2K 0.41% 59
2026
Q1 		$985K Sell
50,379
-790
-2% -$15.8K 0.43% 57
2025
Q4 		$943K Sell
51,169
-30,766
-38% -$563K 0.42% 67
2025
Q3 		$1.49M Buy
81,935
+27,027
+49% +$446K 0.44% 61
2025
Q2 		$838K Buy
54,908
+2,292
+4% +$34.4K 0.4% 75
2025
Q1 		$863K Buy
+52,616
New +$916K 0.44% 63

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

Custom Index Systems's EBC Position: Q2 2026 in Review

Custom Index Systems increased its Eastern Bankshares (EBC) stake by 2.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 51,424 shares worth $1.14M. The position accounts for 0.41% of the portfolio, ranked #59.

Custom Index Systems first reported a position in EBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Custom Index Systems held 51,424 shares of Eastern Bankshares worth $1.14M as of Q2 2026.
  • Custom Index Systems bought 1,045 Eastern Bankshares shares in Q2 2026, an estimated $21.2K.
  • Eastern Bankshares made up 0.41% of Custom Index Systems's portfolio in Q2 2026, its #59 holding.
  • Custom Index Systems first reported a position in Eastern Bankshares in Q1 2025 and has held it in 6 quarters since.
  • Custom Index Systems's Eastern Bankshares position peaked at $1.49M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.