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Jefferies Financial Group’s Eastern Bankshares EBC Stock Holding History

Jefferies Financial Group’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 		$438K Buy
+19,715
New +$400K ﹤0.01% 1284
2026
Q1 		– Sell
-11,429
Closed -$211K – 1860
2025
Q4 		$211K Buy
+11,429
New +$209K ﹤0.01% 1611
2025
Q2 		– Sell
-27,751
Closed -$455K – 1432
2025
Q1 		$455K Buy
+27,751
New +$483K ﹤0.01% 1074

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

Jefferies Financial Group's EBC Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Eastern Bankshares (EBC) in Q2 2026: 19,715 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #1284 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in EBC as recently as Q4 2025.

Jefferies Financial Group first reported a position in EBC in Q1 2025 and has held it in 3 quarters since. The position peaked at $455K in Q1 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Jefferies Financial Group held 19,715 shares of Eastern Bankshares worth $438K as of Q2 2026.
  • Eastern Bankshares was a new Jefferies Financial Group position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1284 holding.
  • Jefferies Financial Group first reported a position in Eastern Bankshares in Q1 2025 and has held it in 3 quarters since.
  • Jefferies Financial Group's Eastern Bankshares position peaked at $455K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.