Jefferies Financial Group
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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
Q3 		$663K Buy
31,700
+11,985
+61% +$269K ﹤0.01% 908
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Jefferies Financial Group's EBC Position: Q3 2026 in Review

Jefferies Financial Group increased its Eastern Bankshares (EBC) stake by 61% in Q3 2026, buying an estimated $269K and bringing the position to 31,700 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Jefferies Financial Group first reported a position in EBC in Q1 2025 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Jefferies Financial Group held 31,700 shares of Eastern Bankshares worth $663K as of Q3 2026.
  • Jefferies Financial Group bought 11,985 Eastern Bankshares shares in Q3 2026, an estimated $269K.
  • Eastern Bankshares made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #908 holding.
  • Jefferies Financial Group first reported a position in Eastern Bankshares in Q1 2025 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.