First Trust Advisors
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First Trust Advisors’s Eastern Bankshares EBC Stock Holding History

First Trust Advisors’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 		$32.9M Buy
1,481,263
+1,362,636
+1,149% +$27.7M 0.02% 786
2026
Q1 		$2.32M Sell
118,627
-7,117
-6% -$142K ﹤0.01% 1848
2025
Q4 		$2.32M Sell
125,744
-1,020,804
-89% -$18.7M ﹤0.01% 1809
2025
Q3 		$20.8M Sell
1,146,548
-1,031,582
-47% -$17M 0.02% 896
2025
Q2 		$33.3M Sell
2,178,130
-1,298,223
-37% -$19.5M 0.03% 737
2025
Q1 		$57M Sell
3,476,353
-1,604,126
-32% -$27.9M 0.05% 488
2024
Q4 		$87.6M Buy
5,080,479
+960,591
+23% +$16.8M 0.08% 311
2024
Q3 		$67.5M Buy
4,119,888
+319,606
+8% +$5.05M 0.06% 377
2024
Q2 		$53.1M Buy
3,800,282
+859,194
+29% +$11.4M 0.05% 436
2024
Q1 		$40.5M Buy
2,941,088
+2,897,910
+6,712% +$39.4M 0.04% 546
2023
Q4 		$613K Buy
+43,178
New +$539K ﹤0.01% 2094
2023
Q2 		– Sell
-110,938
Closed -$1.4M – 2370
2023
Q1 		$1.4M Buy
110,938
+77,120
+228% +$1.19M ﹤0.01% 1848
2022
Q4 		$583K Sell
33,818
-60,545
-64% -$1.16M ﹤0.01% 2138
2022
Q3 		$1.85M Sell
94,363
-434
-0.5% -$8.68K ﹤0.01% 1716
2022
Q2 		$1.75M Buy
94,797
+43,285
+84% +$839K ﹤0.01% 1776
2022
Q1 		$1.11M Buy
51,512
+5,621
+12% +$120K ﹤0.01% 2012
2021
Q4 		$926K Buy
+45,891
New +$953K ﹤0.01% 2090

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

First Trust Advisors's EBC Position: Q2 2026 in Review

First Trust Advisors increased its Eastern Bankshares (EBC) stake by 1,149% in Q2 2026, buying an estimated $27.7M and bringing the position to 1,481,263 shares worth $32.9M. The position accounts for 0.02% of the portfolio, ranked #786.

First Trust Advisors first reported a position in EBC in Q4 2021 and has held it in 17 quarters since. The position peaked at $87.6M in Q4 2024. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • First Trust Advisors held 1,481,263 shares of Eastern Bankshares worth $32.9M as of Q2 2026.
  • First Trust Advisors bought 1,362,636 Eastern Bankshares shares in Q2 2026, an estimated $27.7M.
  • Eastern Bankshares made up 0.02% of First Trust Advisors's portfolio in Q2 2026, its #786 holding.
  • First Trust Advisors first reported a position in Eastern Bankshares in Q4 2021 and has held it in 17 quarters since.
  • First Trust Advisors's Eastern Bankshares position peaked at $87.6M in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.