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
Q3 		$36.1M Buy
1,722,732
+694,824
+68% +$15.6M 0.02% 623
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 $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Principal Financial Group's EBC Position: Q3 2026 in Review

Principal Financial Group increased its Eastern Bankshares (EBC) stake by 68% in Q3 2026, buying an estimated $15.6M and bringing the position to 1,722,732 shares worth $36.1M. The position accounts for 0.02% of the portfolio, ranked #623.

Principal Financial Group first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. 256 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Principal Financial Group held 1,722,732 shares of Eastern Bankshares worth $36.1M as of Q3 2026.
  • Principal Financial Group bought 694,824 Eastern Bankshares shares in Q3 2026, an estimated $15.6M.
  • Eastern Bankshares made up 0.02% of Principal Financial Group's portfolio in Q3 2026, its #623 holding.
  • Principal Financial Group first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • 256 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.