Jones Financial Companies
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Jones Financial Companies’s Eastern Bankshares EBC Stock Holding History

Jones Financial Companies’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 		$122K Buy
5,514
+2,841
+106% +$57.7K ﹤0.01% 2787
2026
Q1 		$50.8K Buy
2,673
+2,258
+544% +$45.1K ﹤0.01% 2954
2025
Q4 		$7.66K Buy
415
+320
+337% +$5.86K ﹤0.01% 3338
2025
Q3 		$1.74K Hold
95
– – ﹤0.01% 3739
2025
Q2 		$1.45K Buy
+95
New +$1.43K ﹤0.01% 3564

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

Jones Financial Companies's EBC Position: Q2 2026 in Review

Jones Financial Companies increased its Eastern Bankshares (EBC) stake by 106% in Q2 2026, buying an estimated $57.7K and bringing the position to 5,514 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Jones Financial Companies first reported a position in EBC in Q2 2025 and has held it in 5 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Jones Financial Companies held 5,514 shares of Eastern Bankshares worth $122K as of Q2 2026.
  • Jones Financial Companies bought 2,841 Eastern Bankshares shares in Q2 2026, an estimated $57.7K.
  • Eastern Bankshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2787 holding.
  • Jones Financial Companies first reported a position in Eastern Bankshares in Q2 2025 and has held it in 5 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.