UBS AM
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UBS AM’s Eastern Bankshares EBC Stock Holding History

UBS AM’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 		$9.79M Buy
440,192
+28,466
+7% +$578K ﹤0.01% 1257
2026
Q1 		$8.05M Sell
411,726
-21,335
-5% -$426K ﹤0.01% 1323
2025
Q4 		$7.98M Buy
433,061
+85,185
+24% +$1.56M ﹤0.01% 1231
2025
Q3 		$6.31M Sell
347,876
-256,458
-42% -$4.23M ﹤0.01% 1263
2025
Q2 		$9.23M Buy
604,334
+171,929
+40% +$2.58M ﹤0.01% 1397
2025
Q1 		$7.09M Buy
432,405
+29,781
+7% +$519K ﹤0.01% 1386
2024
Q4 		$6.95M Buy
402,624
+86,041
+27% +$1.5M ﹤0.01% 1436
2024
Q3 		$5.19M Buy
316,583
+10,377
+3% +$164K ﹤0.01% 1551
2024
Q2 		$4.28M Buy
306,206
+125,441
+69% +$1.67M ﹤0.01% 1573
2024
Q1 		$2.49M Sell
180,765
-6,462
-3% -$87.8K ﹤0.01% 1573
2023
Q4 		$2.66M Buy
187,227
+4,060
+2% +$50.7K ﹤0.01% 1541
2023
Q3 		$2.3M Buy
183,167
+12,380
+7% +$167K ﹤0.01% 1551
2023
Q2 		$2.16M Hold
170,787
– – ﹤0.01% 1612
2023
Q1 		$2.16M Buy
170,787
+28,743
+20% +$443K ﹤0.01% 1612
2022
Q4 		$2.45M Buy
142,044
+5,398
+4% +$103K ﹤0.01% 1446
2022
Q3 		$2.68M Sell
136,646
-41,102
-23% -$822K ﹤0.01% 1446
2022
Q2 		$3.28M Buy
177,748
+11,364
+7% +$220K ﹤0.01% 1387
2022
Q1 		$3.58M Buy
166,384
+10,222
+7% +$218K ﹤0.01% 1500
2021
Q4 		$3.15M Buy
156,162
+10,534
+7% +$219K ﹤0.01% 1644
2021
Q3 		$2.96M Buy
145,628
+1,838
+1% +$35.2K ﹤0.01% 1653
2021
Q2 		$2.96M Buy
143,790
+115,314
+405% +$2.44M ﹤0.01% 1669
2021
Q1 		$549K Buy
+28,476
New +$495K ﹤0.01% 2355

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

UBS AM's EBC Position: Q2 2026 in Review

UBS AM increased its Eastern Bankshares (EBC) stake by 6.9% in Q2 2026, buying an estimated $578K and bringing the position to 440,192 shares worth $9.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

UBS AM first reported a position in EBC in Q1 2021 and has held it in 22 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • UBS AM held 440,192 shares of Eastern Bankshares worth $9.79M as of Q2 2026.
  • UBS AM bought 28,466 Eastern Bankshares shares in Q2 2026, an estimated $578K.
  • Eastern Bankshares made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1257 holding.
  • UBS AM first reported a position in Eastern Bankshares in Q1 2021 and has held it in 22 quarters since.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.