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EBC · Eastern Bankshares, Inc. · Held by Funds

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$22.84 +0.11 (+0.48%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$5.19B
Shares
224.56M
Volume · Nov 6 1.31M Avg daily vol (3M) 2.18M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of EBC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 23.72% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.31% 9,684,872
Index ETFs 19.41% 43,585,677
Active ETFs 1.95% 4,388,989
Active funds 18.37% 41,245,514
Unclassified 0.21% 462,683
All registered funds 44.25% 99,367,735
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding EBC

320 fund positions
Fund Balance Value % of Fund Open
Strategic Advisers Fidelity U.S. Total Stock Fund 7,006,526 $153,863,311 0.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND 6,600,886 $146,803,705 0.01%
iShares Russell 2000 ETF 5,405,970 $120,228,773 0.14%
iShares Core S&P Small-Cap ETF 4,892,775 $108,815,316 0.10%
VANGUARD SMALL-CAP INDEX FUND 4,770,180 $106,088,803 0.06%
T. Rowe Price Small-Cap Stock Fund, Inc. 3,165,132 $70,392,536 0.76%
VANGUARD SMALL-CAP VALUE INDEX FUND 3,022,190 $67,213,506 0.10%
T. Rowe Price Small-Cap Value Fund, Inc. 2,851,309 $63,413,112 0.60%
U.S. SMALL CAP VALUE PORTFOLIO 2,729,271 $62,664,062 0.32%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 2,753,937 $61,247,559 1.29%
PGIM Jennison Small Company Fund 2,666,834 $59,310,388 1.70%
Fidelity Small Cap Index Fund 2,408,605 $55,301,571 0.16%
Fidelity Small Cap Value Fund 2,407,700 $55,280,792 1.01%
VANGUARD EXTENDED MARKET INDEX FUND 2,433,777 $54,127,200 0.06%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,946,745 $43,295,609 0.26%
iShares Russell 2000 Value ETF 1,889,714 $42,027,239 0.29%
Nomura Small Cap Value Fund 1,892,500 $41,559,300 1.25%
T. Rowe Price Institutional Small-Cap Stock Fund 1,700,672 $37,822,945 0.75%
Fidelity Enhanced Small Cap Core ETF 1,475,215 $32,808,782 0.57%
Impax Small Cap Fund 1,275,000 $28,356,000 2.99%
VANGUARD RUSSELL 2000 INDEX FUND 1,262,715 $27,729,221 0.15%
First Trust SMID Cap Rising Dividend Achievers ETF 1,209,750 $26,904,840 0.24%
Dimensional US Small Cap Value ETF 1,107,153 $25,420,233 0.31%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 1,101,012 $24,486,507 0.51%
MFS New Discovery Value Fund 1,105,031 $24,266,481 1.06%
U.S. SMALL CAP PORTFOLIO 1,054,172 $24,203,789 0.12%
VANGUARD TAX-MANAGED SMALL-CAP FUND 1,055,648 $23,477,612 0.20%
Fidelity Extended Market Index Fund 1,028,965 $22,596,071 0.06%
Schwab U.S. Small-Cap ETF 1,010,712 $22,195,236 0.10%
Nomura VIP Small Cap Value Series 996,100 $22,153,264 1.18%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 868,648 $19,944,158 0.02%
Dimensional U.S. Small Cap ETF 781,242 $17,937,316 0.12%
Brown Advisory Small-Cap Fundamental Value Fund 790,590 $17,582,722 1.42%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 765,559 $16,811,676 0.26%
Select Banking Portfolio 761,800 $16,729,128 3.30%
Fidelity Series Small Cap Core Fund 725,677 $16,661,544 1.06%
William Blair Small Cap Value Fund 715,118 $15,904,224 1.51%
iShares S&P Small-Cap 600 Value ETF 705,022 $15,679,689 0.20%
State Street(R) SPDR(R) S&P(R) Bank ETF 674,653 $15,004,283 1.01%
Bridge Builder Small/Mid Cap Value Fund 672,161 $14,948,861 0.14%
Select Financials Portfolio 599,000 $13,154,040 0.84%
Fidelity Advisor Stock Selector Mid Cap Fund 590,130 $12,959,255 0.47%
Nuveen Quant Small Cap Equity Fund 553,380 $12,705,605 0.31%
Schwab Small-Cap Index Fund 535,580 $12,296,917 0.16%
U.S. MICRO CAP PORTFOLIO 529,321 $12,153,210 0.15%
Avantis U.S. Small Cap Value ETF 553,206 $12,148,404 0.04%
Dimensional U.S. Core Equity 2 ETF 519,664 $11,931,485 0.02%
College Retirement Equities Fund - Total Global Stock Account 533,916 $11,874,292 0.01%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 455,176 $9,995,665 0.51%
U.S. Targeted Value Portfolio 422,771 $9,706,822 0.06%
Showing 1–50 of 320 positions
Key facts CIK 1810546 CUSIP 27627N105 13F (30d) 147 filings 134 filers Visit website Investor relations