Janney Montgomery Scott
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Janney Montgomery Scott’s Eastern Bankshares EBC Stock Holding History

Janney Montgomery Scott’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 		$523K Buy
26,739
+200
+0.8% +$3.99K ﹤0.01% 2016
2025
Q4 		$489K Sell
26,539
-48,351
-65% -$885K ﹤0.01% 2208
2025
Q3 		$1.36M Sell
74,890
-10,000
-12% -$165K ﹤0.01% 1519
2025
Q2 		$1.3M Sell
84,890
-20,100
-19% -$302K ﹤0.01% 1432
2025
Q1 		$1.72M Sell
104,990
-4,000
-4% -$69.7K ﹤0.01% 1232
2024
Q4 		$1.88M Sell
108,990
-4,500
-4% -$78.6K 0.01% 1183
2024
Q3 		$1.86M Sell
113,490
-13,586
-11% -$215K 0.01% 1177
2024
Q2 		$1.78M Buy
127,076
+12,626
+11% +$168K 0.01% 1155
2024
Q1 		$1.58M Sell
114,450
-1,000
-0.9% -$13.6K ﹤0.01% 1274
2023
Q4 		$1.64M Sell
115,450
-5,400
-4% -$67.4K 0.01% 1201
2023
Q3 		$1.51M Sell
120,850
-13,400
-10% -$180K 0.01% 1134
2023
Q2 		$1.65M Sell
134,250
-5,500
-4% -$65.1K 0.01% 1170
2023
Q1 		$1.76M Sell
139,750
-6,051
-4% -$93.2K 0.01% 1033
2022
Q4 		$2.52M Buy
145,801
+4,086
+3% +$78.2K 0.01% 922
2022
Q3 		$2.78M Buy
141,715
+3,400
+2% +$68K 0.01% 831
2022
Q2 		$2.59M Buy
138,315
+108,075
+357% +$2.1M 0.01% 823
2022
Q1 		$651K Buy
30,240
+4,659
+18% +$99.2K ﹤0.01% 1483
2021
Q4 		$516K Buy
25,581
+4,181
+20% +$86.8K ﹤0.01% 1702
2021
Q3 		$434K Sell
21,400
-3,409
-14% -$65.2K ﹤0.01% 1742
2021
Q2 		$510K Sell
24,809
-129
-0.5% -$2.73K ﹤0.01% 1623
2021
Q1 		$481K Buy
24,938
+4,188
+20% +$72.8K ﹤0.01% 1580
2020
Q4 		$338K Buy
+20,750
New +$295K ﹤0.01% 1812

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

Janney Montgomery Scott's EBC Position: Q1 2026 in Review

Janney Montgomery Scott increased its Eastern Bankshares (EBC) stake by 0.75% in Q1 2026, buying an estimated $3.99K and bringing the position to 26,739 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Janney Montgomery Scott first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.78M in Q3 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Janney Montgomery Scott held 26,739 shares of Eastern Bankshares worth $523K as of Q1 2026.
  • Janney Montgomery Scott bought 200 Eastern Bankshares shares in Q1 2026, an estimated $3.99K.
  • Eastern Bankshares made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2016 holding.
  • Janney Montgomery Scott first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • Janney Montgomery Scott's Eastern Bankshares position peaked at $2.78M in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.