Massachusetts Financial Services
EBC icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services's EBC Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Eastern Bankshares (EBC) stake by 5.1% in Q1 2026, selling an estimated $2.04M and leaving 1,915,707 shares worth $37.5M. The position accounts for 0.01% of the portfolio, ranked #523.

Massachusetts Financial Services first reported a position in EBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.2M in Q4 2024. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Massachusetts Financial Services held 1,915,707 shares of Eastern Bankshares worth $37.5M as of Q1 2026.
  • Massachusetts Financial Services sold 102,193 Eastern Bankshares shares in Q1 2026, an estimated $2.04M.
  • Eastern Bankshares made up 0.01% of Massachusetts Financial Services's portfolio in Q1 2026, its #523 holding.
  • Massachusetts Financial Services first reported a position in Eastern Bankshares in Q1 2024 and has held it in 9 quarters since.
  • Massachusetts Financial Services's Eastern Bankshares position peaked at $40.2M in Q4 2024.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.