Savant Capital’s Eastern Bankshares EBC Stock Holding History

Savant Capital’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	$611K	Sell	27,468 -10,111	-27%	-$205K	﹤0.01%	1118
2026 Q1	$735K	Buy	37,579 +11,722	+45%	+$234K	﹤0.01%	731
2025 Q4	$477K	Buy	25,857 +35	+0.1%	+$641	﹤0.01%	856
2025 Q3	$469K	Buy	25,822 +115	+0.4%	+$1.9K	﹤0.01%	825
2025 Q2	$393K	Sell	25,707 -5,102	-17%	-$76.6K	﹤0.01%	843
2025 Q1	$505K	Buy	30,809 +3,041	+11%	+$53K	﹤0.01%	666
2024 Q4	$479K	Sell	27,768 -431	-2%	-$7.53K	﹤0.01%	904
2024 Q3	$462K	Buy	+28,199	New	+$446K	﹤0.01%	901

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Savant Capital's EBC Position: Q2 2026 in Review

Savant Capital reduced its Eastern Bankshares (EBC) stake by 27% in Q2 2026, selling an estimated $205K and leaving 27,468 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Savant Capital first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. The position peaked at $735K in Q1 2026. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Savant Capital held 27,468 shares of Eastern Bankshares worth $611K as of Q2 2026.
Savant Capital sold 10,111 Eastern Bankshares shares in Q2 2026, an estimated $205K.
Eastern Bankshares made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1118 holding.
Savant Capital first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
Savant Capital's Eastern Bankshares position peaked at $735K in Q1 2026.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.