Steward Partners Investment Advisory, LLC
Position in EBC — Eastern Bankshares, Inc.
CIK 1723397
STAMFORD, CT
Position in EBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,303,175
+$133,194 QoQ
Shares Held
58,596
-2.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#113
of 321 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $73,894,070 across 130 Banks - Regional names. EBC ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
132,130 | $6,582,716 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
3,102 | $6,454,610 | |
| 3 | HWC |
Hancock Whitney Corp
|
78,807 | $5,888,459 | |
| 4 | RF |
Regions Financial Corp
|
154,417 | $4,663,393 | |
| 5 | FITB |
Fifth Third Bancorp
|
80,356 | $4,529,667 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
18,291 | $4,503,610 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
52,507 | $3,679,165 | |
| 8 | USB |
US Bancorp De
|
56,496 | $3,412,358 |
All Filings in EBC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,175 | 58,596 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,169,981 | 59,815 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,284,128 | 69,676 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,281,934 | 70,630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,109,670 | 72,670 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,195,642 | 72,905 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,254,161 | 72,705 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,025,604 | 62,575 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $870,115 | 62,240 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $764,307 | 55,465 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $672,370 | 47,350 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $459,967 | 36,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $197,240 | 16,075 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $43,080 | 2,000 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $40,340 | 2,000 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $40,600 | 2,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,140 | 2,000 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||