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Kurt F. Somerville’s Eastern Bankshares EBC Stock Holding History

Kurt F. Somerville’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 		$317K Hold
14,248
– – 0.08% 84
2026
Q1 		$279K Hold
14,248
– – 0.07% 83
2025
Q4 		$263K Hold
14,248
– – 0.04% 95
2025
Q3 		$259K Hold
14,248
– – 0.04% 102
2025
Q2 		$218K Hold
14,248
– – 0.04% 110
2025
Q1 		$234K Hold
14,248
– – 0.04% 107
2024
Q4 		$246K Hold
14,248
– – 0.04% 92
2024
Q3 		$234K Buy
+14,248
New +$225K 0.04% 95

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 $3.37T AUM 44.26% 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

Kurt F. Somerville's EBC Position: Q2 2026 in Review

Kurt F. Somerville held its Eastern Bankshares (EBC) position steady in Q2 2026 at 14,248 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #84.

Kurt F. Somerville first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Kurt F. Somerville held 14,248 shares of Eastern Bankshares worth $317K as of Q2 2026.
  • Kurt F. Somerville left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up 0.08% of Kurt F. Somerville's portfolio in Q2 2026, its #84 holding.
  • Kurt F. Somerville first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Kurt F. Somerville's 13F filing for Q2 2026, filed 11 Aug 2026.