LPL Financial
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LPL Financial’s Eastern Bankshares EBC Stock Holding History

LPL Financial’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 		$688K Sell
30,933
-4,763
-13% -$96.7K ﹤0.01% 4757
2026
Q1 		$698K Buy
35,696
+857
+2% +$17.1K ﹤0.01% 4474
2025
Q4 		$642K Sell
34,839
-595
-2% -$10.9K ﹤0.01% 4490
2025
Q3 		$643K Buy
35,434
+414
+1% +$6.83K ﹤0.01% 4416
2025
Q2 		$535K Sell
35,020
-1,280
-4% -$19.2K ﹤0.01% 4327
2025
Q1 		$595K Sell
36,300
-1,908
-5% -$33.2K ﹤0.01% 4002
2024
Q4 		$659K Buy
38,208
+7,517
+24% +$131K ﹤0.01% 3848
2024
Q3 		$503K Buy
30,691
+11,927
+64% +$189K ﹤0.01% 3994
2024
Q2 		$262K Sell
18,764
-43
-0.2% -$571 ﹤0.01% 4369
2024
Q1 		$259K Sell
18,807
-1,679
-8% -$22.8K ﹤0.01% 4321
2023
Q4 		$291K Buy
20,486
+5,812
+40% +$72.6K ﹤0.01% 4112
2023
Q3 		$184K Sell
14,674
-746
-5% -$10K ﹤0.01% 4275
2023
Q2 		$189K Sell
15,420
-6,697
-30% -$79.3K ﹤0.01% 4169
2023
Q1 		$279K Sell
22,117
-9,472
-30% -$146K ﹤0.01% 3799
2022
Q4 		$545K Buy
31,589
+5,156
+20% +$98.6K ﹤0.01% 3180
2022
Q3 		$519K Buy
26,433
+7,504
+40% +$150K ﹤0.01% 3119
2022
Q2 		$349K Buy
18,929
+3,196
+20% +$62K ﹤0.01% 3501
2022
Q1 		$339K Sell
15,733
-1,688
-10% -$35.9K ﹤0.01% 3490
2021
Q4 		$351K Buy
17,421
+3,038
+21% +$63.1K ﹤0.01% 3575
2021
Q3 		$292K Sell
14,383
-302
-2% -$5.78K ﹤0.01% 3675
2021
Q2 		$302K Sell
14,685
-260
-2% -$5.51K ﹤0.01% 3581
2021
Q1 		$288K Buy
14,945
+775
+5% +$13.5K ﹤0.01% 3493
2020
Q4 		$231K Buy
+14,170
New +$201K ﹤0.01% 3412

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

LPL Financial's EBC Position: Q2 2026 in Review

LPL Financial reduced its Eastern Bankshares (EBC) stake by 13% in Q2 2026, selling an estimated $96.7K and leaving 30,933 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #4757.

LPL Financial first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $698K in Q1 2026. 158 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • LPL Financial held 30,933 shares of Eastern Bankshares worth $688K as of Q2 2026.
  • LPL Financial sold 4,763 Eastern Bankshares shares in Q2 2026, an estimated $96.7K.
  • Eastern Bankshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4757 holding.
  • LPL Financial first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Eastern Bankshares position peaked at $698K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.