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HoldCo Asset Management’s Eastern Bankshares EBC Stock Holding History

HoldCo Asset Management’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 		$164M Hold
7,382,772
– – 10.54% 5
2026
Q1 		$144M Hold
7,382,772
– – 10.75% 5
2025
Q4 		$136M Buy
7,382,772
+974,000
+15% +$17.8M 10.24% 6
2025
Q3 		$116M Buy
6,408,772
+1,200,272
+23% +$19.8M 12.28% 4
2025
Q2 		$79.5M Buy
+5,208,500
New +$78.2M 12.45% 5

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HoldCo Asset Management's EBC Position: Q2 2026 in Review

HoldCo Asset Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 7,382,772 shares worth $164M. The position accounts for 10.54% of the portfolio, ranked #5.

HoldCo Asset Management first reported a position in EBC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • HoldCo Asset Management held 7,382,772 shares of Eastern Bankshares worth $164M as of Q2 2026.
  • HoldCo Asset Management left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up 10.54% of HoldCo Asset Management's portfolio in Q2 2026, its #5 holding.
  • HoldCo Asset Management first reported a position in Eastern Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on HoldCo Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.