Invesco
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Invesco’s Eastern Bankshares EBC Stock Holding History

Invesco’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
Q1 		$7.59M Sell
388,152
-6,418
-2% -$128K ﹤0.01% 1987
2025
Q4 		$7.27M Sell
394,570
-30,610
-7% -$560K ﹤0.01% 2047
2025
Q3 		$7.72M Sell
425,180
-15,011
-3% -$248K ﹤0.01% 1988
2025
Q2 		$6.72M Sell
440,191
-44,592
-9% -$670K ﹤0.01% 2027
2025
Q1 		$7.95M Sell
484,783
-29,310
-6% -$510K ﹤0.01% 1914
2024
Q4 		$8.87M Sell
514,093
-14,925
-3% -$261K ﹤0.01% 1934
2024
Q3 		$8.67M Buy
529,018
+142,536
+37% +$2.25M ﹤0.01% 1915
2024
Q2 		$5.4M Sell
386,482
-9,783
-2% -$130K ﹤0.01% 2143
2024
Q1 		$5.46M Sell
396,265
-58,072
-13% -$789K ﹤0.01% 2172
2023
Q4 		$6.45M Sell
454,337
-10,279
-2% -$128K ﹤0.01% 2105
2023
Q3 		$5.83M Buy
464,616
+28,969
+7% +$390K ﹤0.01% 2125
2023
Q2 		$5.35M Sell
435,647
-20,418
-4% -$242K ﹤0.01% 2209
2023
Q1 		$5.76M Buy
456,065
+150,240
+49% +$2.31M ﹤0.01% 2152
2022
Q4 		$5.28M Sell
305,825
-12,816
-4% -$245K ﹤0.01% 2226
2022
Q3 		$6.26M Sell
318,641
-309
-0.1% -$6.18K ﹤0.01% 2088
2022
Q2 		$5.89M Buy
318,950
+25,872
+9% +$502K ﹤0.01% 2196
2022
Q1 		$6.31M Buy
293,078
+156,210
+114% +$3.33M ﹤0.01% 2258
2021
Q4 		$2.76M Sell
136,868
-5,196
-4% -$108K ﹤0.01% 2672
2021
Q3 		$2.88M Buy
142,064
+7,578
+6% +$145K ﹤0.01% 2641
2021
Q2 		$2.77M Sell
134,486
-7,568
-5% -$160K ﹤0.01% 2708
2021
Q1 		$2.74M Buy
142,054
+104,878
+282% +$1.82M ﹤0.01% 2645
2020
Q4 		$606K Buy
+37,176
New +$528K ﹤0.01% 3146

Other funds holding EBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco's EBC Position: Q1 2026 in Review

Invesco reduced its Eastern Bankshares (EBC) stake by 1.6% in Q1 2026, selling an estimated $128K and leaving 388,152 shares worth $7.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Invesco first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.87M in Q4 2024. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Invesco held 388,152 shares of Eastern Bankshares worth $7.59M as of Q1 2026.
  • Invesco sold 6,418 Eastern Bankshares shares in Q1 2026, an estimated $128K.
  • Eastern Bankshares made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #1987 holding.
  • Invesco first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • Invesco's Eastern Bankshares position peaked at $8.87M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.