EASTERN BANK

Bank

Position in MS — Morgan Stanley

CIK 1126395 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$14,687,986

+$3,864,712 QoQ

Shares Held

70,264

+6.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#478

of 2,718 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

EASTERN BANK holds $24,921,890 across 11 Capital Markets names. MS ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	70,264	$14,687,986
2	GS	Goldman Sachs Group Inc	9,678	$9,788,038
3	HOOD	Robinhood Markets, Inc.	1,500	$150,420
4	SCHW	Schwab Charles Corp	1,096	$99,242
5	IBKR	Interactive Brokers Group, Inc.	1,130	$98,355
6	JEF	Jefferies Financial Group Inc.	679	$33,936
7	NMR	Nomura Holdings Inc	3,532	$31,010
8	LPLA	LPL Financial Holdings Inc.	50	$14,084

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,687,986	70,264	+6.8%	Shares	Defined	2026-07-01
2026-03-31	$10,823,274	65,767	+736.8%	Shares	Defined	2026-04-07
2025-12-31	$1,395,208	7,859	-5.0%	Shares	Defined	2026-01-14
2025-09-30	$1,315,552	8,276	-4.2%	Shares	Defined	2025-10-27
2025-06-30	$1,217,030	8,640	-0.5%	Shares	Defined	2025-07-24
2025-03-31	$1,013,394	8,686	-0.2%	Shares	Defined	2025-05-08
2024-12-31	$1,094,392	8,705	-5.6%	Shares	Defined	2025-01-13
2024-09-30	$960,883	9,218	+231.3%	Shares	Defined	2024-10-21
2024-06-30	$270,381	2,782	-13.0%	Shares	Sole	2024-07-23
2024-03-31	$300,934	3,196	-19.1%	Shares	Sole	2024-05-09
2023-12-31	$368,523	3,952	-0.6%	Shares	Sole	2024-01-25
2023-09-30	$324,800	3,977	-0.4%	Shares	Sole	2023-10-17
2023-06-30	$340,830	3,991	-4.8%	Shares	Sole	2023-07-19
2023-03-31	$368,231	4,194	-2.8%	Shares	Sole	2023-04-19
2022-12-31	$366,945	4,316	0.0%	Shares	Defined	2023-01-24
2022-09-30	$341,005	4,316	0.0%	Shares	Sole	2022-10-19
2022-06-30	$328,273	4,316	-0.9%	Shares	Sole	2022-07-20
2022-03-31	$380,800	4,357	-4.0%	Shares	Sole	2022-04-21
2021-12-31	$445,449	4,538	-6.2%	Shares	Sole	2022-01-26
2021-09-30	$470,589	4,836	-9.6%	Shares	Sole	2021-10-19
2021-06-30	$490,632	5,351	-4.1%	Shares	Sole	2021-07-20
2021-03-31	$433,497	5,582	+2.4%	Shares	Sole	2021-04-27
2020-12-31	$373,487	5,450	-3.6%	Shares	Sole	2021-01-20
2020-09-30	$273,418	5,655	-20.9%	Shares	Sole	2020-10-30
2020-06-30	$345,150	7,146	-2.2%	Shares	Sole	2020-09-01
2020-03-31	$248,336	7,304	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.