Stifel Financial
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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
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 $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

Stifel Financial's EBC Position: Q1 2026 in Review

Stifel Financial reduced its Eastern Bankshares (EBC) stake by 11% in Q1 2026, selling an estimated $93.7K and leaving 39,500 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

Stifel Financial first reported a position in EBC in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.03M in Q1 2022. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Stifel Financial held 39,500 shares of Eastern Bankshares worth $773K as of Q1 2026.
  • Stifel Financial sold 4,697 Eastern Bankshares shares in Q1 2026, an estimated $93.7K.
  • Eastern Bankshares made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2604 holding.
  • Stifel Financial first reported a position in Eastern Bankshares in Q4 2020 and has held it in 22 quarters since.
  • Stifel Financial's Eastern Bankshares position peaked at $6.03M in Q1 2022.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.