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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
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 $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

Jefferies Financial Group's EBC Position: Q1 2026 in Review

Jefferies Financial Group sold out of Eastern Bankshares (EBC) in Q1 2026, closing a stake of 11,429 shares — an estimated $211K sold.

Jefferies Financial Group first reported a position in EBC in Q1 2025 and held it in 2 quarters. The position peaked at $455K in Q1 2025. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Jefferies Financial Group reported no remaining Eastern Bankshares position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 11,429 Eastern Bankshares shares in Q1 2026, an estimated $211K.
  • Jefferies Financial Group first reported a position in Eastern Bankshares in Q1 2025 and held it in 2 quarters.
  • Jefferies Financial Group's Eastern Bankshares position peaked at $455K in Q1 2025.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.