Osaic Holdings
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Osaic Holdings’s Eastern Bankshares EBC Stock Holding History

Osaic Holdings’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 		$4.71M Buy
211,565
+141,538
+202% +$2.87M 0.01% 1583
2026
Q1 		$1.37M Sell
70,027
-10,082
-13% -$201K ﹤0.01% 2408
2025
Q4 		$1.48M Buy
80,109
+12,941
+19% +$237K ﹤0.01% 2335
2025
Q3 		$1.22M Buy
67,168
+53,680
+398% +$885K ﹤0.01% 2613
2025
Q2 		$206K Buy
13,488
+548
+4% +$8.23K ﹤0.01% 3915
2025
Q1 		$212K Buy
12,940
+9,630
+291% +$168K ﹤0.01% 3576
2024
Q4 		$57.1K Sell
3,310
-1,265
-28% -$22.1K ﹤0.01% 4605
2024
Q3 		$75.1K Buy
4,575
+10
+0.2% +$158 ﹤0.01% 4430
2024
Q2 		$63.9K Sell
4,565
-302
-6% -$4.01K ﹤0.01% 4485
2024
Q1 		$67.1K Sell
4,867
-1,092
-18% -$14.8K ﹤0.01% 4522
2023
Q4 		$84.7K Sell
5,959
-918
-13% -$11.5K ﹤0.01% 4548
2023
Q3 		$86.3K Buy
6,877
+1,011
+17% +$13.6K ﹤0.01% 4612
2023
Q2 		$72K Sell
5,866
-1,343
-19% -$15.9K ﹤0.01% 4702
2023
Q1 		$91K Sell
7,209
-9,805
-58% -$151K ﹤0.01% 4525
2022
Q4 		$293K Sell
17,014
-3,024
-15% -$57.8K ﹤0.01% 3532
2022
Q3 		$395K Buy
20,038
+68
+0.3% +$1.36K ﹤0.01% 3114
2022
Q2 		$368K Sell
19,970
-6,993
-26% -$136K ﹤0.01% 3236
2022
Q1 		$581K Sell
26,963
-1,956
-7% -$41.7K ﹤0.01% 3091
2021
Q4 		$583K Buy
28,919
+250
+0.9% +$5.19K ﹤0.01% 2915
2021
Q3 		$583K Buy
28,669
+5,883
+26% +$113K ﹤0.01% 2873
2021
Q2 		$469K Sell
22,786
-63
-0.3% -$1.33K ﹤0.01% 3097
2021
Q1 		$441K Buy
22,849
+12,726
+126% +$221K ﹤0.01% 3001
2020
Q4 		$165K Buy
+10,123
New +$144K ﹤0.01% 3641

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

Osaic Holdings's EBC Position: Q2 2026 in Review

Osaic Holdings increased its Eastern Bankshares (EBC) stake by 202% in Q2 2026, buying an estimated $2.87M and bringing the position to 211,565 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1583.

Osaic Holdings first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Osaic Holdings held 211,565 shares of Eastern Bankshares worth $4.71M as of Q2 2026.
  • Osaic Holdings bought 141,538 Eastern Bankshares shares in Q2 2026, an estimated $2.87M.
  • Eastern Bankshares made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1583 holding.
  • Osaic Holdings first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.