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

UBS Group’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 		$31.7M Buy
1,426,371
+373,031
+35% +$7.57M ﹤0.01% 2215
2026
Q1 		$20.6M Sell
1,053,340
-756,885
-42% -$15.1M ﹤0.01% 2550
2025
Q4 		$33.4M Buy
1,810,225
+1,292,857
+250% +$23.7M 0.01% 2056
2025
Q3 		$9.39M Buy
517,368
+44,719
+9% +$738K ﹤0.01% 3367
2025
Q2 		$7.22M Sell
472,649
-88,743
-16% -$1.33M ﹤0.01% 3470
2025
Q1 		$9.21M Sell
561,392
-73,765
-12% -$1.28M ﹤0.01% 3122
2024
Q4 		$11M Buy
635,157
+238,866
+60% +$4.17M ﹤0.01% 2939
2024
Q3 		$6.5M Buy
396,291
+208,247
+111% +$3.29M ﹤0.01% 2801
2024
Q2 		$2.63M Sell
188,044
-59,114
-24% -$785K ﹤0.01% 3479
2024
Q1 		$3.41M Sell
247,158
-81,063
-25% -$1.1M ﹤0.01% 3379
2023
Q4 		$4.66M Buy
328,221
+146,714
+81% +$1.83M ﹤0.01% 2868
2023
Q3 		$2.28M Buy
181,507
+74,404
+69% +$1M ﹤0.01% 3317
2023
Q2 		$1.31M Sell
107,103
-34,863
-25% -$413K ﹤0.01% 3977
2023
Q1 		$1.79M Buy
141,966
+38,236
+37% +$589K ﹤0.01% 3544
2022
Q4 		$1.79M Buy
103,730
+13,297
+15% +$254K ﹤0.01% 3498
2022
Q3 		$1.78M Buy
90,433
+5,100
+6% +$102K ﹤0.01% 3264
2022
Q2 		$1.57M Sell
85,333
-13,895
-14% -$269K ﹤0.01% 3342
2022
Q1 		$2.14M Sell
99,228
-52,295
-35% -$1.11M ﹤0.01% 3365
2021
Q4 		$3.06M Buy
151,523
+71,264
+89% +$1.48M ﹤0.01% 3341
2021
Q3 		$1.63M Sell
80,259
-158,966
-66% -$3.04M ﹤0.01% 3757
2021
Q2 		$4.92M Buy
239,225
+32,710
+16% +$693K ﹤0.01% 2705
2021
Q1 		$3.98M Buy
206,515
+42,887
+26% +$746K ﹤0.01% 2858
2020
Q4 		$2.67M Buy
+163,628
New +$2.32M ﹤0.01% 3115

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 Group's EBC Position: Q2 2026 in Review

UBS Group increased its Eastern Bankshares (EBC) stake by 35% in Q2 2026, buying an estimated $7.57M and bringing the position to 1,426,371 shares worth $31.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

UBS Group first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $33.4M in Q4 2025. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • UBS Group held 1,426,371 shares of Eastern Bankshares worth $31.7M as of Q2 2026.
  • UBS Group bought 373,031 Eastern Bankshares shares in Q2 2026, an estimated $7.57M.
  • Eastern Bankshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2215 holding.
  • UBS Group first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • UBS Group's Eastern Bankshares position peaked at $33.4M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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