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Ethic Inc’s Eastern Bankshares EBC Stock Holding History

Ethic Inc’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 		$245K Buy
+11,015
New +$224K ﹤0.01% 1210
2023
Q4 		– Sell
-15,257
Closed -$191K – 1066
2023
Q3 		$191K Buy
+15,257
New +$205K 0.01% 945

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

Ethic Inc's EBC Position: Q2 2026 in Review

Ethic Inc opened a new position in Eastern Bankshares (EBC) in Q2 2026: 11,015 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1210 among its holdings. This is a return to the name: Ethic Inc previously reported a position in EBC as recently as Q3 2023.

Ethic Inc first reported a position in EBC in Q3 2023 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Ethic Inc held 11,015 shares of Eastern Bankshares worth $245K as of Q2 2026.
  • Eastern Bankshares was a new Ethic Inc position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1210 holding.
  • Ethic Inc first reported a position in Eastern Bankshares in Q3 2023 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.