Morgan Stanley
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Morgan Stanley’s Eastern Bankshares EBC Stock Holding History

Morgan Stanley’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 		$43.4M Buy
1,949,358
+635,900
+48% +$12.9M ﹤0.01% 2390
2026
Q1 		$25.7M Sell
1,313,458
-474,914
-27% -$9.48M ﹤0.01% 2708
2025
Q4 		$33M Buy
1,788,372
+516,273
+41% +$9.45M ﹤0.01% 2489
2025
Q3 		$23.1M Buy
1,272,099
+436,193
+52% +$7.2M ﹤0.01% 2752
2025
Q2 		$12.8M Buy
835,906
+277,406
+50% +$4.17M ﹤0.01% 3215
2025
Q1 		$9.16M Sell
558,500
-184,932
-25% -$3.22M ﹤0.01% 3418
2024
Q4 		$12.8M Sell
743,432
-41,944
-5% -$732K ﹤0.01% 3178
2024
Q3 		$12.9M Buy
785,376
+340,087
+76% +$5.38M ﹤0.01% 3225
2024
Q2 		$6.23M Sell
445,289
-77,263
-15% -$1.03M ﹤0.01% 3710
2024
Q1 		$7.2M Sell
522,552
-312,037
-37% -$4.24M ﹤0.01% 3601
2023
Q4 		$11.9M Buy
834,589
+444,108
+114% +$5.55M ﹤0.01% 3181
2023
Q3 		$4.9M Buy
390,481
+89,123
+30% +$1.2M ﹤0.01% 3755
2023
Q2 		$3.7M Sell
301,358
-135,285
-31% -$1.6M ﹤0.01% 3981
2023
Q1 		$5.51M Buy
436,643
+104,897
+32% +$1.62M ﹤0.01% 3704
2022
Q4 		$5.72M Sell
331,746
-29,728
-8% -$569K ﹤0.01% 3633
2022
Q3 		$7.1M Sell
361,474
-13,262
-4% -$265K ﹤0.01% 3327
2022
Q2 		$6.92M Buy
374,736
+245,447
+190% +$4.76M ﹤0.01% 3460
2022
Q1 		$2.79M Sell
129,289
-126,093
-49% -$2.69M ﹤0.01% 4262
2021
Q4 		$5.15M Buy
255,382
+116,946
+84% +$2.43M ﹤0.01% 3697
2021
Q3 		$2.81M Sell
138,436
-225,428
-62% -$4.31M ﹤0.01% 4289
2021
Q2 		$7.48M Buy
363,864
+270,313
+289% +$5.73M ﹤0.01% 3334
2021
Q1 		$1.8M Sell
93,551
-276,664
-75% -$4.81M ﹤0.01% 4335
2020
Q4 		$6.04M Buy
+370,215
New +$5.26M ﹤0.01% 3056

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

Morgan Stanley's EBC Position: Q2 2026 in Review

Morgan Stanley increased its Eastern Bankshares (EBC) stake by 48% in Q2 2026, buying an estimated $12.9M and bringing the position to 1,949,358 shares worth $43.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Morgan Stanley first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Morgan Stanley held 1,949,358 shares of Eastern Bankshares worth $43.4M as of Q2 2026.
  • Morgan Stanley bought 635,900 Eastern Bankshares shares in Q2 2026, an estimated $12.9M.
  • Eastern Bankshares made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2390 holding.
  • Morgan Stanley first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.