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Systematic Financial Management’s Eastern Bankshares EBC Stock Holding History

Systematic Financial Management’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 		$39.4M Sell
1,771,172
-76,122
-4% -$1.55M 0.78% 38
2026
Q1 		$36.1M Sell
1,847,294
-55,477
-3% -$1.11M 0.83% 37
2025
Q4 		$35.1M Sell
1,902,771
-23,458
-1% -$429K 0.83% 40
2025
Q3 		$35M Buy
1,926,229
+35,169
+2% +$580K 0.85% 35
2025
Q2 		$28.9M Buy
1,891,060
+45,627
+2% +$685K 0.77% 41
2025
Q1 		$30.3M Buy
1,845,433
+53,968
+3% +$940K 0.86% 34
2024
Q4 		$30.9M Buy
1,791,465
+60,826
+4% +$1.06M 0.79% 42
2024
Q3 		$28.4M Buy
1,730,639
+1,481,889
+596% +$23.4M 0.72% 50
2024
Q2 		$3.48M Buy
+248,750
New +$3.3M 0.11% 160

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

Systematic Financial Management's EBC Position: Q2 2026 in Review

Systematic Financial Management reduced its Eastern Bankshares (EBC) stake by 4.1% in Q2 2026, selling an estimated $1.55M and leaving 1,771,172 shares worth $39.4M. The position accounts for 0.78% of the portfolio, ranked #38.

Systematic Financial Management first reported a position in EBC in Q2 2024 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Systematic Financial Management held 1,771,172 shares of Eastern Bankshares worth $39.4M as of Q2 2026.
  • Systematic Financial Management sold 76,122 Eastern Bankshares shares in Q2 2026, an estimated $1.55M.
  • Eastern Bankshares made up 0.78% of Systematic Financial Management's portfolio in Q2 2026, its #38 holding.
  • Systematic Financial Management first reported a position in Eastern Bankshares in Q2 2024 and has held it in 9 quarters since.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Systematic Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.