Massachusetts Financial Services’s Eastern Bankshares EBC Stock Holding History

Massachusetts Financial Services’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 Q3	$34.6M	Sell	1,653,080 -166,992	-9%	-$3.74M	0.01%	545
2026 Q2	$40.5M	Sell	1,820,072 -95,635	-5%	-$1.94M	0.01%	538
2026 Q1	$37.5M	Sell	1,915,707 -102,193	-5%	-$2.04M	0.01%	523
2025 Q4	$37.2M	Sell	2,017,900 -72,496	-3%	-$1.33M	0.01%	531
2025 Q3	$37.9M	Sell	2,090,396 -74,721	-3%	-$1.23M	0.01%	517
2025 Q2	$33.1M	Sell	2,165,117 -108,140	-5%	-$1.62M	0.01%	536
2025 Q1	$37.3M	Sell	2,273,257 -55,106	-2%	-$960K	0.01%	504
2024 Q4	$40.2M	Sell	2,328,363 -11,026	-0.5%	-$193K	0.01%	492
2024 Q3	$38.3M	Buy	2,339,389 +260,361	+13%	+$4.12M	0.01%	505
2024 Q2	$29.1M	Buy	2,079,028 +764,881	+58%	+$10.2M	0.01%	535
2024 Q1	$18.1M	Buy	+1,314,147	New	+$17.9M	0.01%	586

Other funds holding EBC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Massachusetts Financial Services's EBC Position: Q3 2026 in Review

Massachusetts Financial Services reduced its Eastern Bankshares (EBC) stake by 9.2% in Q3 2026, selling an estimated $3.74M and leaving 1,653,080 shares worth $34.6M. The position accounts for 0.01% of the portfolio, ranked #545.

Massachusetts Financial Services first reported a position in EBC in Q1 2024 and has held it in 11 quarters since. The position peaked at $40.5M in Q2 2026. 256 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Massachusetts Financial Services held 1,653,080 shares of Eastern Bankshares worth $34.6M as of Q3 2026.
Massachusetts Financial Services sold 166,992 Eastern Bankshares shares in Q3 2026, an estimated $3.74M.
Eastern Bankshares made up 0.01% of Massachusetts Financial Services's portfolio in Q3 2026, its #545 holding.
Massachusetts Financial Services first reported a position in Eastern Bankshares in Q1 2024 and has held it in 11 quarters since.
Massachusetts Financial Services's Eastern Bankshares position peaked at $40.5M in Q2 2026.
256 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Massachusetts Financial Services's 13F filing for Q3 2026, filed 12 Nov 2026.