Marshall Wace’s Eastern Bankshares EBC Stock Holding History

Marshall Wace’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	$283K	Sell	12,707 -834,266	-98%	-$16.9M	﹤0.01%	2745
2026 Q1	$16.6M	Buy	846,973 +404,869	+92%	+$8.08M	0.02%	767
2025 Q4	$8.15M	Buy	442,104 +170,828	+63%	+$3.13M	0.01%	948
2025 Q3	$4.92M	Buy	+271,276	New	+$4.47M	0.01%	1183
2021 Q1	–	Sell	-82,219	Closed	-$1.34M	–	2556
2020 Q4	$1.34M	Buy	+82,219	New	+$1.17M	0.01%	1091

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Marshall Wace's EBC Position: Q2 2026 in Review

Marshall Wace reduced its Eastern Bankshares (EBC) stake by 98% in Q2 2026, selling an estimated $16.9M and leaving 12,707 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #2745.

Marshall Wace first reported a position in EBC in Q4 2020 and has held it in 5 quarters since. The position peaked at $16.6M in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Marshall Wace held 12,707 shares of Eastern Bankshares worth $283K as of Q2 2026.
Marshall Wace sold 834,266 Eastern Bankshares shares in Q2 2026, an estimated $16.9M.
Eastern Bankshares made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2745 holding.
Marshall Wace first reported a position in Eastern Bankshares in Q4 2020 and has held it in 5 quarters since.
Marshall Wace's Eastern Bankshares position peaked at $16.6M in Q1 2026.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.