Raymond James Financial
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Raymond James Financial’s Eastern Bankshares EBC Stock Holding History

Raymond James Financial’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 		$355K Buy
18,152
+5,157
+40% +$103K ﹤0.01% 4575
2025
Q4 		$239K Buy
12,995
+215
+2% +$3.94K ﹤0.01% 4701
2025
Q3 		$232K Buy
12,780
+200
+2% +$3.3K ﹤0.01% 4544
2025
Q2 		$192K Sell
12,580
-5,203
-29% -$78.1K ﹤0.01% 4535
2025
Q1 		$292K Sell
17,783
-239
-1% -$4.16K ﹤0.01% 4236
2024
Q4 		$311K Buy
+18,022
New +$315K ﹤0.01% 4164

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

Raymond James Financial's EBC Position: Q1 2026 in Review

Raymond James Financial increased its Eastern Bankshares (EBC) stake by 40% in Q1 2026, buying an estimated $103K and bringing the position to 18,152 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #4575.

Raymond James Financial first reported a position in EBC in Q4 2024 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Raymond James Financial held 18,152 shares of Eastern Bankshares worth $355K as of Q1 2026.
  • Raymond James Financial bought 5,157 Eastern Bankshares shares in Q1 2026, an estimated $103K.
  • Eastern Bankshares made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4575 holding.
  • Raymond James Financial first reported a position in Eastern Bankshares in Q4 2024 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

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