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Guggenheim Capital’s Eastern Bankshares EBC Stock Holding History

Guggenheim Capital’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 		$254K Buy
+11,438
New +$232K ﹤0.01% 1571
2025
Q3 		– Sell
-16,243
Closed -$248K – 1604
2025
Q2 		$248K Buy
16,243
+2,323
+17% +$34.9K ﹤0.01% 1449
2025
Q1 		$228K Buy
+13,920
New +$242K ﹤0.01% 1497
2024
Q3 		– Sell
-14,264
Closed -$199K – 1887
2024
Q2 		$199K Sell
14,264
-572
-4% -$7.6K ﹤0.01% 1767
2024
Q1 		$204K Buy
+14,836
New +$202K ﹤0.01% 1789
2022
Q2 		– Sell
-10,384
Closed -$223K – 2078
2022
Q1 		$223K Buy
+10,384
New +$221K ﹤0.01% 2005

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 $3.38T AUM 44.17% 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

Guggenheim Capital's EBC Position: Q2 2026 in Review

Guggenheim Capital opened a new position in Eastern Bankshares (EBC) in Q2 2026: 11,438 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in EBC as recently as Q2 2025.

Guggenheim Capital first reported a position in EBC in Q1 2022 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Guggenheim Capital held 11,438 shares of Eastern Bankshares worth $254K as of Q2 2026.
  • Eastern Bankshares was a new Guggenheim Capital position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1571 holding.
  • Guggenheim Capital first reported a position in Eastern Bankshares in Q1 2022 and has held it in 6 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.