Principal Financial Group
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Principal Financial Group’s Eastern Bankshares EBC Stock Holding History

Principal Financial Group’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 		$22.9M Buy
+1,027,908
New +$20.9M 0.01% 902
2025
Q4 		– Sell
-13,730
Closed -$249K – 2210
2025
Q3 		$249K Sell
13,730
-172,736
-93% -$2.85M ﹤0.01% 2142
2025
Q2 		$2.85M Buy
186,466
+173,673
+1,358% +$2.61M ﹤0.01% 1735
2025
Q1 		$210K Buy
12,793
+2,123
+20% +$37K ﹤0.01% 2050
2024
Q4 		$184K Sell
10,670
-2,795
-21% -$48.8K ﹤0.01% 2109
2024
Q3 		$221K Sell
13,465
-1,775
-12% -$28.1K ﹤0.01% 2085
2024
Q2 		$213K Sell
15,240
-2,559
-14% -$34K ﹤0.01% 2133
2024
Q1 		$245K Sell
17,799
-1,740
-9% -$23.6K ﹤0.01% 2136
2023
Q4 		$277K Sell
19,539
-3,389
-15% -$42.3K ﹤0.01% 2080
2023
Q3 		$288K Buy
22,928
+6,460
+39% +$86.9K ﹤0.01% 2070
2023
Q2 		$202K Sell
16,468
-920
-5% -$10.9K ﹤0.01% 2182
2023
Q1 		$219K Buy
17,388
+5,430
+45% +$83.7K ﹤0.01% 2162
2022
Q4 		$206K Sell
11,958
-5,441
-31% -$104K ﹤0.01% 2186
2022
Q3 		$342K Buy
17,399
+5,559
+47% +$111K ﹤0.01% 2045
2022
Q2 		$219K Sell
11,840
-5,576
-32% -$108K ﹤0.01% 2273
2022
Q1 		$375K Sell
17,416
-576
-3% -$12.3K ﹤0.01% 2184
2021
Q4 		$363K Sell
17,992
-1,082
-6% -$22.5K ﹤0.01% 2201
2021
Q3 		$387K Sell
19,074
-2,390
-11% -$45.7K ﹤0.01% 2242
2021
Q2 		$442K Buy
21,464
+1,193
+6% +$25.3K ﹤0.01% 2243
2021
Q1 		$391K Buy
20,271
+4,294
+27% +$74.7K ﹤0.01% 2208
2020
Q4 		$261K Buy
+15,977
New +$227K ﹤0.01% 2262

Other funds holding EBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Principal Financial Group's EBC Position: Q2 2026 in Review

Principal Financial Group opened a new position in Eastern Bankshares (EBC) in Q2 2026: 1,027,908 shares worth $22.9M. The stake represents 0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Principal Financial Group previously reported a position in EBC as recently as Q3 2025.

Principal Financial Group first reported a position in EBC in Q4 2020 and has held it in 21 quarters since. 149 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Principal Financial Group held 1,027,908 shares of Eastern Bankshares worth $22.9M as of Q2 2026.
  • Eastern Bankshares was a new Principal Financial Group position in Q2 2026.
  • Eastern Bankshares made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #902 holding.
  • Principal Financial Group first reported a position in Eastern Bankshares in Q4 2020 and has held it in 21 quarters since.
  • 149 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.