Eastern BanksharesEBC

13F holders, Q2 2026 (June 30)
328holders +28
67new positions
42sold out
4famous investors
$22.23avg. 13F price*

At the end of Q2 2026, 328 institutions reported holding Eastern Bankshares Inc. (EBC) in their 13F filings, up 28 from Q1 2026. 67 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($498.7M), FMR LLC ($357.1M) and Vanguard Portfolio Management LLC ($292.2M). 4 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Eastern Bankshares Inc.
CUSIP
27627N105
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 194Q1 2024Q2 2024: 195Q2 2024Q3 2024: 242Q3 2024Q4 2024: 246Q4 2024Q1 2025: 272Q1 2025Q2 2025: 286Q2 2025Q3 2025: 268Q3 2025Q4 2025: 289Q4 2025Q1 2026: 300Q1 2026Q2 2026: 328Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions67$141.0M
Exits42$153.3M

All 13F filers, Q1 2026 → Q2 2026: 37,440,260 shares bought and 15,254,766 shares sold, net +22,185,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

BlackRock, Inc. 0.01% Add +34.1% 22,422,283 $498.7M
FMR LLC 0.02% Add +8.3% 16,055,159 $357.1M
Vanguard Portfolio Management LLC 0.01% Add +21.8% 13,136,655 $292.2M
T. Rowe Price Investment Management, Inc. 0.18% Reduce -6.1% 12,630,998 $280.9M
State Street Corp. 0.01% Add +42.3% 12,124,657 $269.7M
Dimensional Fund Advisors LP 0.04% Add +9.7% 9,455,830 $210.3M
Vanguard Capital Management LLC 0.00% Reduce -1.1% 9,411,617 $209.3M
Goldman Sachs Group Inc. 0.02% Add +402.1% 7,507,507 $167.0M
HoldCo Asset Management, LP 10.54% No change 7,382,772 $164.2M
Jennison Associates LLC 0.09% Reduce -4.8% 6,514,253 $144.9M
Geode Capital Management, LLC 0.01% Add +4.3% 5,791,627 $128.8M
Wellington Management Group LLP 0.02% Reduce -5.1% 5,680,338 $126.3M
Arrowstreet Capital, Limited Partnership 0.04% Add +152.8% 3,660,287 $81.4M
Nomura Asset Management International Inc. 0.10% Reduce -2.7% 2,918,045 $64.9M
JPMorgan Chase & Co. 0.00% Add +115.0% 2,597,403 $57.5M
Northern Trust Corp. 0.01% Add +27.3% 2,471,316 $55.0M
Frontier Capital Management Co. LLC 0.48% Reduce -17.9% 2,332,022 $51.9M
Charles Schwab Investment Management Inc. 0.01% Add +4.7% 2,153,384 $47.9M
Norges Bank 0.00% — 1,994,543 $44.4M
Morgan Stanley 0.00% Add +48.4% 1,949,358 $43.4M
Brown Advisory Inc. 0.07% Reduce -3.1% 1,903,527 $42.3M
Jupiter Asset Management Ltd. 0.20% New 1,837,919 $40.9M
Massachusetts Financial Services Co. 0.01% Reduce -5.0% 1,820,072 $40.5M
Systematic Financial Management LP 0.78% Reduce -4.1% 1,771,172 $39.4M
Bank of America Corp. 0.00% Add +123.4% 1,717,075 $38.2M
Bank of New York Mellon Corp 0.01% Add +52.5% 1,685,203 $37.5M
Nuveen, LLC 0.01% Add +16.9% 1,626,323 $36.2M
William Blair Investment Management, LLC 0.10% Reduce -20.9% 1,547,993 $34.4M
First Trust Advisors LP 0.02% Add +1148.7% 1,481,263 $32.9M
Eastern Bank 0.50% Add +2.5% 1,472,122 $32.7M
UBS Group AG 0.01% Add +35.4% 1,426,371 $31.7M
Vanguard Fiduciary Trust Co. 0.01% Add +0.3% 1,410,976 $31.4M
Manufacturers Life Insurance Company, The 0.02% Add +0.5% 1,290,830 $28.7M
Impax Asset Management Group plc 0.18% No change 1,275,000 $28.4M
Public Sector Pension Investment Board 0.07% New 1,153,166 $25.6M
Principal Financial Group Inc. 0.01% New 1,027,908 $22.9M
Bridgewater Associates 0.08% Reduce -1.8% 924,805 $20.6M
Canada Pension Plan Investment Board 0.01% New 620,100 $13.8M
Invesco Ltd. 0.00% Add +50.9% 585,789 $13.0M
Barclays PLC 0.00% Reduce -1.5% 548,451 $12.2M
Rhumbline Advisers 0.01% Add +95.5% 532,934 $11.9M
Basswood Capital Management, L.L.C. 0.48% Reduce -45.1% 502,120 $11.2M
Freestone Grove Partners LP 0.07% Add +9.0% 496,320 $11.0M
Ameriprise Financial Inc. 0.00% Add +173.9% 483,903 $10.8M
Legal & General Group Plc 0.00% Add +164.0% 481,736 $10.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.9% 440,192 $9.8M
American Century Companies Inc. 0.00% Add +48.0% 431,276 $9.6M
Swiss National Bank 0.00% Reduce -0.6% 422,464 $9.4M
Cerity Partners LLC 0.01% Reduce -1.9% 395,642 $8.8M
Raffles Associates LP 7.10% Reduce -5.1% 374,788 $8.3M
Bessemer Group Inc. 0.01% No change 357,493 $8.0M
AQR Capital Management 0.00% Add +96.3% 348,732 $7.8M
Man Group plc 0.01% Add +48.0% 302,016 $6.7M
Alliancebernstein L.P. 0.00% Add +19.4% 339,583 $6.6M
Renaissance Technologies 0.01% Reduce -2.4% 289,870 $6.4M
State of Wisconsin Investment Board 0.01% Reduce -7.9% 287,431 $6.4M
Creative Planning 0.00% Add +2.5% 286,369 $6.4M
T. Rowe Price Associates Inc. 0.00% Add +18.8% 278,085 $6.2M
Focus Partners Wealth 0.01% Reduce -3.0% 275,388 $6.1M
Quantinno Capital Management LP 0.01% Add +28.8% 275,238 $6.1M
California State Teachers Retirement System 0.01% Reduce -2.8% 260,354 $5.8M
Citigroup Inc. 0.00% Add +3.3% 252,476 $5.6M
TD Asset Management Inc 0.00% No change 240,558 $5.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 240,000 $5.3M
Deutsche Bank AG 0.00% Add +16.0% 227,804 $5.1M
Prudential Financial Inc. 0.01% Add +545.6% 221,697 $4.9M
Osaic Holdings, Inc. 0.01% Add +202.1% 211,565 $4.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +4.6% 201,397 $4.5M
Wells Fargo & Company 0.00% Add +134.1% 194,407 $4.3M
Franklin Resources Inc. 0.00% Add +5.7% 192,793 $4.3M
Russell Investments Group, Ltd. 0.00% Add +115.7% 188,650 $4.2M
Rafferty Asset Management, LLC 0.01% Reduce -30.8% 156,219 $3.5M
Williams Jones Wealth Management, LLC. 0.04% Reduce -0.8% 151,390 $3.4M
Towle & Co. 1.13% Reduce -6.1% 150,525 $3.3M
Sentinel Pension Advisors, LLC 0.43% Reduce -4.5% 143,374 $3.3M
Corient Private Wealth LP 0.00% Add +0.3% 147,041 $3.3M
Thrivent Financial for Lutherans 0.01% New 145,799 $3.2M
MetLife Investment Management, LLC 0.01% Add +8.4% 128,528 $2.9M
Mendon Capital Advisors Corp. 1.00% Add +325.8% 127,729 $2.8M
Sei Investments Co. 0.00% Reduce -44.8% 122,593 $2.7M
Picton Mahoney Asset Management 0.03% New 122,167 $2.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% No change 121,761 $2.7M
Empowered Funds, LLC 0.01% Add +2.7% 118,855 $2.6M
Curi Capital, LLC 0.04% New 117,769 $2.6M
Vanguard Global Advisers, LLC 0.00% Reduce -3.4% 117,722 $2.6M
Royal Bank of Canada 0.00% Add +2.2% 117,332 $2.6M
Lighthouse Investment Partners, LLC 0.08% No change 111,367 $2.5M
Hennessy Advisors Inc. 0.08% No change 110,000 $2.4M
State of New Jersey Common Pension Fund D 0.01% No change 106,534 $2.4M
US Bancorp \de 0.00% Reduce -0.2% 102,986 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.5% 101,494 $2.3M
Handelsbanken Fonder AB 0.01% Add +40.1% 98,100 $2.2M
Vest Financial, LLC 0.02% New 95,197 $2.1M
Jupiter Topco LLC 0.00% — 94,598 $2.1M
Louisiana State Employees Retirement System 0.03% New 93,200 $2.1M
Dark Forest Capital Management LP 0.13% Reduce -42.9% 92,809 $2.1M
Northeast Investment Management 0.08% No change 92,488 $2.1M
BNP Paribas Financial Markets 0.00% Add +87.2% 88,973 $2.0M
Anderson Financial Strategies, LLC 1.03% Add +6.2% 85,888 $2.0M
Commonwealth Equity Services, LLC 0.00% Reduce -4.8% 87,400 $1.9M
Beaumont Financial Advisors, LLC 0.12% Reduce -1.3% 85,849 $1.9M
Fifth Third Bancorp 0.00% Add +104.5% 85,816 $1.9M
New York State Common Retirement Fund 0.00% Add +9.5% 77,471 $1.7M
State of Alaska, Department of Revenue 0.02% New 70,030 $1.6M
Moody LYNN Lieberson & Walker, LLC 0.08% Add +1.1% 69,036 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -25.5% 67,093 $1.5M
Homestead Advisers Corp 0.04% No change 66,800 $1.5M
Algert Global LLC 0.02% New 66,290 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +12.8% 65,002 $1.4M
Crestwood Advisors Group, LLC 0.02% Add +0.0% 63,489 $1.4M
Endeavour Capital Advisors Inc. 0.29% Reduce -78.1% 63,315 $1.4M
Minerva Advisors LLC 0.88% No change 62,576 $1.4M
Sandy Cove Advisors, LLC 0.33% Add +0.0% 60,198 $1.3M
Essex Financial Services, Inc. 0.07% Add +0.3% 58,604 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.0% 58,596 $1.3M
Arizona State Retirement System 0.01% Reduce -1.5% 58,073 $1.3M
Amalgamated Bank 0.01% New 57,318 $1.3M
Yousif Capital Management, LLC 0.01% New 56,732 $1.3M
PVG Asset Management Corp. 0.68% No change 52,581 $1.2M
Quantum Portfolio Management LLC 0.41% Add +2.1% 51,424 $1.1M
Vanguard Investments Australia, Ltd. 0.00% No change 51,401 $1.1M
Tower Research Capital LLC (TRC) 0.03% Add +77.3% 51,239 $1.1M
Fiduciary Trust Co 0.01% Add +25.1% 50,759 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% New 50,427 $1.1M
Mariner, LLC 0.00% Add +0.7% 49,569 $1.1M
Harbor Group, Inc. 0.13% Reduce -33.6% 49,419 $1.1M
Oregon Public Employees Retirement Fund 0.01% New 48,300 $1.1M
KLP Kapitalforvaltning As 0.00% No change 47,338 $1.1M
SeaCrest Wealth Management, LLC 0.11% No change 46,000 $1.0M
State Board of Administration of Florida Retirement System 0.00% Reduce -62.0% 44,260 $984K
Sippican Capital Advisors 0.57% No change 41,806 $930K
Voya Investment Management LLC 0.00% Add +8.8% 40,701 $905K
Intech Investment Management LLC 0.01% Reduce -17.4% 40,137 $893K
Stifel Financial Corp. 0.00% Add +0.5% 39,700 $883K
Moors & Cabot, Inc. 0.03% Add +0.1% 39,155 $871K
Rockland Trust Co. 0.03% Reduce -13.7% 37,499 $834K
DRW Securities, LLC 0.05% Add +88.1% 37,300 $830K
Teachers Retirement System of the State of Kentucky 0.01% New 36,500 $812K
STRS Ohio 0.00% Add +237.7% 35,800 $796K
Sanctuary Advisors, LLC 0.00% New 35,706 $794K
Northstar Asset Management Inc. 0.22% Reduce -86.7% 34,430 $766K
Victory Capital Management Inc. 0.00% Add +35.9% 33,776 $751K
Pictet Asset Management Holding SA 0.00% No change 33,280 $740K
Keybank National Association 0.00% Reduce -11.8% 33,104 $736K
M&T Bank Corp 0.00% Add +1.3% 32,918 $732K
Gallagher Fiduciary Advisors, LLC 0.02% Reduce -1.2% 32,242 $717K
Atria Investments, Inc 0.01% Reduce -1.4% 32,107 $714K
Lynch & Associates 0.12% Reduce -8.6% 32,000 $712K
ProShare Advisors LLC 0.00% Reduce -0.7% 31,338 $697K
Captrust Financial Advisors 0.00% Add +15.5% 31,127 $692K
Alliance Private Wealth, LLC 0.24% No change 31,008 $690K
Index Technologies Group LLC 0.55% Add +2.4% 30,953 $688K
LPL Financial LLC 0.00% Reduce -13.3% 30,933 $688K
Maryland State Retirement & Pension System 0.01% New 30,929 $688K
Teacher Retirement System of Texas 0.00% New 29,812 $663K
PNC Financial Services Group, Inc. 0.00% Add +12.8% 29,763 $662K
Little House Capital LLC 0.15% No change 29,526 $657K
Howland Capital Management LLC 0.02% Reduce -6.4% 29,270 $651K
State of Wyoming 0.06% Add +101.5% 27,510 $612K
Savant Capital, LLC 0.00% Reduce -26.9% 27,468 $611K
Janney Montgomery Scott LLC 0.00% Add +0.1% 26,770 $595K
Fieldview Capital Management, LLC 0.17% Reduce -65.8% 26,130 $581K
Raymond James Financial Inc. 0.00% Add +43.2% 25,994 $578K
New York State Teachers Retirement System 0.00% New 25,179 $560K
Boston Family Office LLC 0.03% Reduce -2.7% 25,000 $556K
Susquehanna International Group, LLP 0.00% Reduce -98.0% 24,427 $543K
Mutual of America Capital Management LLC 0.01% New 24,356 $542K
Bank of Montreal 0.00% New 23,672 $526K
Capstone Investment Advisors, LLC 0.00% New 22,892 $509K
Natixis Advisors, LLC 0.00% New 22,927 $509K
Sheets Smith Wealth Management 0.05% No change 22,840 $508K
Financial Engines Advisors L.L.C. 0.00% No change 22,014 $490K
SlateStone Wealth, LLC 0.04% Reduce -62.4% 21,936 $488K
Xponance LLC 0.00% Add +5.3% 21,737 $483K
Mutual Advisors, LLC 0.01% No change 21,719 $483K
GAMCO Investors 0.00% Reduce -62.0% 21,500 $478K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.5% 21,411 $476K
CIBC Asset Management Inc 0.00% New 20,809 $463K
AE Wealth Management LLC 0.00% Add +8.6% 20,702 $460K
Kitching Partners, LLC 0.39% Add +0.7% 20,652 $459K
Ameritas Investment Partners, Inc. 0.01% Add +11.2% 20,001 $445K
Ballentine Partners, LLC 0.01% No change 19,881 $442K
HighTower Advisors, LLC 0.00% Reduce -50.8% 19,748 $439K
Jefferies Financial Group Inc. 0.00% New 19,715 $438K
Public Employees Retirement Association of Colorado 0.00% No change 18,789 $418K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -1.8% 18,638 $415K
SG Americas Securities, LLC 0.00% Reduce -26.7% 18,478 $411K
HSBC Holdings PLC 0.00% New 18,302 $407K
S&co Inc. 0.02% No change 18,305 $407K
Ground Swell Capital, LLC 0.43% New 17,729 $394K
Two Sigma Securities, LLC 0.03% New 17,074 $380K
Vanguard Personalized Indexing Management, LLC 0.00% Add +8.8% 16,930 $377K
Whalerock Point Partners, LLC 0.06% No change 16,247 $361K
Sequoia Financial Advisors, LLC 0.00% Add +0.1% 16,179 $360K
Wealth Enhancement Advisory Services, LLC 0.00% New 16,043 $358K
Ensign Peak Advisors, Inc 0.00% No change 15,901 $354K
Marble Harbor Investment Counsel, LLC 0.04% No change 15,866 $353K
Kingsview Wealth Management, LLC 0.00% No change 15,610 $347K
Profund Advisors LLC 0.01% New 15,015 $334K
Twelve Points Wealth Management LLC 0.07% Reduce -17.1% 14,933 $332K
Swiss Life Asset Management Ltd 0.00% Add +8.6% 14,927 $332K
Mayflower Financial Advisors, LLC 0.03% Add +0.0% 14,510 $323K
Somerville Kurt F 0.08% No change 14,248 $317K
Single Point Partners, LLC 0.06% Add +0.7% 14,045 $312K
PCM Encore, LLC 0.05% Reduce -0.5% 13,998 $311K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 13,900 $309K
PFG Investments, LLC 0.01% Add +0.6% 13,774 $306K
Barrett & Company, Inc. 0.08% No change 13,545 $301K
Marshall Wace, LLP 0.00% Reduce -98.5% 12,707 $283K
Tortoise Investment Management, LLC 0.02% No change 12,478 $278K
CIBC Bancorp USA Inc. 0.00% Reduce -5.9% 12,168 $271K
Integrated Wealth Concepts LLC 0.00% Add +3.7% 11,951 $266K
MQS Management LLC 0.32% New 11,767 $262K
DNB Asset Management AS 0.00% No change 11,661 $259K
Mercer Global Advisors Inc. 0.00% New 11,605 $258K
World Investment Advisors 0.00% No change 13,096 $256K
Guggenheim Capital LLC 0.00% New 11,438 $254K
Jane Street Group, LLC 0.00% Reduce -98.9% 11,090 $247K
Ethic Inc. 0.00% New 11,015 $245K
Quadrant Capital Group LLC 0.01% No change 10,968 $244K
Pension & Wealth Management Advisors, Inc. 0.06% Add +4.0% 10,402 $231K
Commerce Bank 0.00% No change 10,387 $231K
Wealthcare Advisory Partners LLC 0.00% Reduce -0.1% 10,005 $223K
Mascoma Wealth Management LLC 0.04% No change 9,912 $220K
Neuberger Berman Group LLC 0.00% New 9,851 $219K
Abel Hall, LLC 0.04% New 9,818 $218K
Orion Porfolio Solutions, LLC 0.00% Reduce -5.0% 9,701 $216K
Flputnam Investment Management Co. 0.00% New 9,468 $211K
Roundview Capital LLC 0.01% Reduce -8.6% 9,437 $210K
Abundance Wealth Counselors 0.01% New 9,330 $207K
GTS Securities LLC 0.00% Reduce -57.7% 9,268 $206K
Ledyard National Bank 0.02% New 9,141 $203K
Inscription Capital, LLC 0.02% New 9,135 $203K
Beese Fulmer Investment Management, Inc. 0.01% New 9,132 $203K
Cetera Investment Advisers 0.00% New 9,116 $203K
O'shaughnessy Asset Management, LLC 0.00% New 9,010 $200K
Black Maple Capital Management LP 0.13% New 9,000 $200K
Farther Finance Advisors, LLC 0.00% Add +1.7% 8,342 $186K
Caldwell Sutter Capital, Inc. 0.07% No change 8,232 $183K
KBC Group NV 0.00% No change 7,932 $176K
Federation des caisses Desjardins du Quebec 0.00% Add +1985.4% 7,445 $166K
1620 Investment Advisors, Inc. 0.10% Reduce -2.1% 7,309 $163K
Arax Advisory Partners 0.00% Add +521.5% 7,110 $158K
Jones Financial Companies LLLP 0.00% Add +106.3% 5,514 $122K
Signaturefd, LLC 0.00% Reduce -3.4% 5,313 $118K
Hantz Financial Services, Inc. 0.00% Reduce -3.5% 5,015 $112K
Knott David M Jr 0.06% No change 5,000 $111K
Sterling Capital Management LLC 0.00% Reduce -38.6% 4,442 $99K
Amova Asset Management Americas, Inc. 0.00% New 3,926 $87K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -4.5% 3,646 $81K
Nykredit A/S 0.00% — 3,471 $77K
Whittier Trust Co. 0.00% Reduce -71.7% 2,827 $64K
Sachetta, LLC 0.03% Add +0.8% 2,672 $59K
Allworth Financial LP 0.00% Add +9.8% 2,572 $57K
SHP Wealth Management 0.00% Add +0.1% 2,530 $56K
Parallel Advisors, LLC 0.00% Reduce -4.1% 2,489 $55K
Trust Co. of Vermont 0.00% — 2,478 $55K
Employees Retirement System of Texas 0.00% New 2,264 $50K
Nisa Investment Advisors, LLC 0.00% Add +1.0% 2,061 $46K
PFS Partners, LLC 0.02% Add +0.1% 2,060 $46K
Assetmark, Inc. 0.00% No change 2,024 $45K
Corsicana & Co. 0.02% No change 2,000 $44K
Optiver Holding B.V. 0.00% Add +103.4% 1,890 $42K
Kennebec Savings Bank 0.03% New 1,734 $39K
Kemnay Advisory Services Inc. 0.00% Add +16.6% 1,590 $35K
GAMMA Investing LLC 0.00% Add +7.4% 1,537 $34K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +3684.6% 1,476 $33K
Covestor Ltd 0.02% Add +53.5% 1,443 $32K
Versant Capital Management, Inc 0.00% No change 1,385 $31K
Public Employees Retirement System of Ohio 0.00% Add +5.5% 1,060 $24K
Salomon & Ludwin, LLC 0.00% New 1,008 $23K
Cornerstone Financial Management LLC 0.02% No change 1,000 $22K
Coastline Trust Co 0.00% No change 1,000 $22K
Los Angeles Capital Management LLC 0.00% No change 964 $21K
Westside Investment Management, Inc. 0.00% No change 952 $21K
EverSource Wealth Advisors, LLC 0.00% Reduce -56.7% 938 $21K
Clean Yield Group 0.01% No change 900 $20K
Smartleaf Asset Management LLC 0.00% No change 595 $13K
Flagship Wealth Advisors, LLC 0.00% New 500 $11K
MassMutual Private Wealth & Trust, FSB 0.00% No change 500 $11K
Harbor Capital Advisors, Inc. 0.00% No change 478 $11K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 490 $11K
Rothschild Investment LLC 0.00% Add +0.6% 481 $11K
Danske Bank A/S 0.00% No change 400 $9K
Group One Trading LLC 0.00% Reduce -80.2% 382 $8K
SJS Investment Consulting Inc. 0.00% Add +1096.7% 359 $8K
CVA Family Office, LLC 0.00% Add +15.4% 292 $6K
Parkside Financial Bank & Trust 0.00% Add +13.2% 275 $6K
Bare Financial Services, Inc 0.00% Add +55.4% 258 $6K
American Capital Advisory, LLC 0.00% No change 200 $4K
Fortitude Family Office, LLC 0.00% Add +65.8% 189 $4K
Washington Trust Advisors, Inc. 0.00% New 180 $4K
Coston, McIsaac & Partners 0.00% New 200 $4K
Essential Partners LLC 0.00% Reduce -72.8% 173 $4K
Silver Grove Financial Group, Inc. 0.00% New 171 $4K
UMB Bank, n.a. 0.00% New 129 $3K
Zions Bancorporation, National Association 0.00% Reduce -16.9% 128 $3K
Global Retirement Partners, LLC 0.00% — 123 $3K
JFS Wealth Advisors, LLC 0.00% Add +27.5% 116 $3K
Rockefeller Capital Management L.P. 0.00% Reduce -15.7% 113 $3K
Fiduciary Financial Advisors 0.00% New 111 $2K
Keating Financial Advisory Services, Inc. 0.00% Add +2.9% 105 $2K
Private Wealth Management Group, LLC 0.00% No change 94 $2K
Capital Advisors, Ltd. LLC 0.00% No change 112 $2K
Napier Financial, LLC 0.00% No change 84 $2K
Creative Capital Management Investments LLC 0.00% New 71 $2K
IFP Advisors, Inc 0.00% Reduce -18.8% 65 $1K
Farmers & Merchants Investments Inc. 0.00% New 55 $1K
MH & Associates Securities Management Corp. 0.00% No change 50 $1K
Caitong International Asset Management Co., Ltd 0.00% Add +104.8% 43 $956
Bay Harbor Wealth Management, LLC 0.00% Add +28.0% 32 $712
DiNuzzo Private Wealth, Inc. 0.00% No change 31 $690
Trust Co 0.00% No change 30 $667
Clearstead Advisors, LLC 0.00% New 29 $646
Financial Consulate, Inc. 0.00% No change 29 $645
HFM Investment Advisors, LLC 0.00% Add +75.0% 28 $623
Rialto Wealth Management, LLC 0.00% Add +43.8% 23 $512
Plante Moran Financial Advisors, LLC 0.00% New 19 $423
LRI Investments, LLC 0.00% New 12 $267
Davis Capital Management 0.00% New 10 $222
Ankerstar Wealth, LLC 0.00% New 8 $178
Gilpin Wealth Management, LLC 0.00% New 7 $156
DecisionPoint Financial, LLC 0.00% New 6 $136
Raffa Wealth Management, LLC 0.00% Add +200.0% 6 $133
Dunhill Financial, LLC 0.00% No change 3 $83
True Wealth Design, LLC 0.00% No change 3 $67
Maryland Capital Advisors Inc. 0.00% — 2 $45
Navigoe, LLC 0.00% New 10 $0

"% of holder's portfolio" is EBC's weight in each manager's 13F, not the share of Eastern Bankshares Inc. the manager owns.