Wellington Management Group
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Wellington Management Group’s Eastern Bankshares EBC Stock Holding History

Wellington Management 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 		$126M Sell
5,680,338
-305,774
-5% -$6.21M 0.02% 493
2026
Q1 		$117M Sell
5,986,112
-1,450,996
-20% -$29M 0.02% 508
2025
Q4 		$137M Buy
7,437,108
+4,835,474
+186% +$88.5M 0.02% 478
2025
Q3 		$47.2M Buy
2,601,634
+847,891
+48% +$14M 0.01% 745
2025
Q2 		$26.8M Sell
1,753,743
-93,662
-5% -$1.41M ﹤0.01% 869
2025
Q1 		$30.3M Buy
1,847,405
+91,338
+5% +$1.59M 0.01% 827
2024
Q4 		$30.3M Sell
1,756,067
-312,770
-15% -$5.46M 0.01% 855
2024
Q3 		$33.9M Sell
2,068,837
-1,025,522
-33% -$16.2M 0.01% 818
2024
Q2 		$43.3M Sell
3,094,359
-237,427
-7% -$3.15M 0.01% 736
2024
Q1 		$45.9M Sell
3,331,786
-132,888
-4% -$1.81M 0.01% 734
2023
Q4 		$49.2M Buy
3,464,674
+559,754
+19% +$6.99M 0.01% 716
2023
Q3 		$36.4M Sell
2,904,920
-1,015,526
-26% -$13.7M 0.01% 781
2023
Q2 		$48.1M Sell
3,920,446
-1,235,192
-24% -$14.6M 0.01% 717
2023
Q1 		$65.1M Buy
5,155,638
+325,692
+7% +$5.02M 0.01% 635
2022
Q4 		$83.3M Buy
4,829,946
+155,662
+3% +$2.98M 0.02% 567
2022
Q3 		$91.8M Buy
4,674,284
+586,426
+14% +$11.7M 0.02% 537
2022
Q2 		$75.5M Buy
4,087,858
+284,445
+7% +$5.51M 0.02% 596
2022
Q1 		$81.9M Sell
3,803,413
-369,177
-9% -$7.86M 0.01% 623
2021
Q4 		$84.2M Sell
4,172,590
-150,186
-3% -$3.12M 0.01% 675
2021
Q3 		$87.8M Buy
4,322,776
+236,746
+6% +$4.53M 0.01% 655
2021
Q2 		$84M Sell
4,086,030
-2,163,377
-35% -$45.9M 0.01% 681
2021
Q1 		$121M Sell
6,249,407
-886,139
-12% -$15.4M 0.02% 553
2020
Q4 		$116M Buy
+7,135,546
New +$101M 0.02% 549

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

Wellington Management Group's EBC Position: Q2 2026 in Review

Wellington Management Group reduced its Eastern Bankshares (EBC) stake by 5.1% in Q2 2026, selling an estimated $6.21M and leaving 5,680,338 shares worth $126M. The position accounts for 0.02% of the portfolio, ranked #493.

Wellington Management Group first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $137M in Q4 2025. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • Wellington Management Group held 5,680,338 shares of Eastern Bankshares worth $126M as of Q2 2026.
  • Wellington Management Group sold 305,774 Eastern Bankshares shares in Q2 2026, an estimated $6.21M.
  • Eastern Bankshares made up 0.02% of Wellington Management Group's portfolio in Q2 2026, its #493 holding.
  • Wellington Management Group first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
  • Wellington Management Group's Eastern Bankshares position peaked at $137M in Q4 2025.
  • 327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

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