Stifel Financial
EBC icon

Stifel Financial’s Eastern Bankshares EBC Stock Holding History

Stifel 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
Q2 		$883K Buy
39,700
+200
+0.5% +$4.06K ﹤0.01% 2634
2026
Q1 		$773K Sell
39,500
-4,697
-11% -$93.7K ﹤0.01% 2604
2025
Q4 		$815K Buy
44,197
+1,228
+3% +$22.5K ﹤0.01% 2567
2025
Q3 		$780K Hold
42,969
– – ﹤0.01% 2542
2025
Q2 		$656K Buy
42,969
+3,469
+9% +$52.1K ﹤0.01% 2601
2025
Q1 		$648K Hold
39,500
– – ﹤0.01% 2514
2024
Q4 		$681K Hold
39,500
– – ﹤0.01% 2494
2024
Q3 		$647K Sell
39,500
-5,217
-12% -$82.5K ﹤0.01% 2512
2024
Q2 		$625K Buy
44,717
+5,217
+13% +$69.3K ﹤0.01% 2478
2024
Q1 		$544K Sell
39,500
-15,610
-28% -$212K ﹤0.01% 2559
2023
Q4 		$783K Sell
55,110
-890
-2% -$11.1K ﹤0.01% 2291
2023
Q3 		$702K Buy
56,000
+16,373
+41% +$220K ﹤0.01% 2290
2023
Q2 		$486K Sell
39,627
-1,043
-3% -$12.3K ﹤0.01% 2533
2023
Q1 		$513K Sell
40,670
-106,459
-72% -$1.64M ﹤0.01% 2501
2022
Q4 		$2.54M Sell
147,129
-49,162
-25% -$940K ﹤0.01% 1350
2022
Q3 		$3.85M Sell
196,291
-88,296
-31% -$1.77M 0.01% 1062
2022
Q2 		$5.25M Buy
284,587
+4,658
+2% +$90.3K 0.01% 957
2022
Q1 		$6.03M Buy
279,929
+989
+0.4% +$21.1K 0.01% 963
2021
Q4 		$5.63M Sell
278,940
-65
-0% -$1.35K 0.01% 1008
2021
Q3 		$5.66M Buy
279,005
+49,837
+22% +$954K 0.01% 950
2021
Q2 		$4.71M Sell
229,168
-211
-0.1% -$4.47K 0.01% 1053
2021
Q1 		$4.42M Buy
229,379
+2,379
+1% +$41.4K 0.01% 1028
2020
Q4 		$3.7M Buy
+227,000
New +$3.22M 0.01% 1021

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

Stifel Financial's EBC Position: Q2 2026 in Review

Stifel Financial increased its Eastern Bankshares (EBC) stake by 0.51% in Q2 2026, buying an estimated $4.06K and bringing the position to 39,700 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Stifel Financial first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.03M in Q1 2022. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Stifel Financial held 39,700 shares of Eastern Bankshares worth $883K as of Q2 2026.
  • Stifel Financial bought 200 Eastern Bankshares shares in Q2 2026, an estimated $4.06K.
  • Eastern Bankshares made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2634 holding.
  • Stifel Financial first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • Stifel Financial's Eastern Bankshares position peaked at $6.03M in Q1 2022.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.