Tortoise Investment Management’s Eastern Bankshares EBC Stock Holding History

Tortoise Investment 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	$278K	Hold	12,478	–	–	0.02%	215
2026 Q1	$244K	Hold	12,478	–	–	0.02%	219
2025 Q4	$230K	Hold	12,478	–	–	0.02%	218
2025 Q3	$226K	Hold	12,478	–	–	0.02%	216
2025 Q2	$191K	Hold	12,478	–	–	0.02%	223
2025 Q1	$205K	Hold	12,478	–	–	0.02%	213
2024 Q4	$215K	Hold	12,478	–	–	0.02%	214
2024 Q3	$205K	Buy	12,478 +2,478	+25%	+$39.2K	0.02%	216
2024 Q2	$140K	Hold	10,000	–	–	0.02%	261
2024 Q1	$138K	Buy	+10,000	New	+$136K	0.02%	258

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 $3.38T AUM 44.17% 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

Tortoise Investment Management's EBC Position: Q2 2026 in Review

Tortoise Investment Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 12,478 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #215.

Tortoise Investment Management first reported a position in EBC in Q1 2024 and has held it in 10 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Tortoise Investment Management held 12,478 shares of Eastern Bankshares worth $278K as of Q2 2026.
Tortoise Investment Management left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #215 holding.
Tortoise Investment Management first reported a position in Eastern Bankshares in Q1 2024 and has held it in 10 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.