Eastern Bankshares, Inc. (EBC) — Institutional Holders, Q2 2026 (page 4)
327 institutional investment managers reported a EBC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 327. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EBC 13F holders ranked 301–327 of 327
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Capital Advisors, Ltd.#301 · 112 sh | 112 | $2.0K | <0.01% | 0.0% |
| 302 | Napier Financial#302 · 84 sh | 84 | $1.9K | <0.01% | 0.0% |
| 303 | Creative Capital Management Investments#303 · 71 sh | 71 | $1.6K | <0.01% | New |
| 304 | IFP Advisors#304 · 65 sh | 65 | $1.4K | — | -18.8% |
| 305 | FARMERS & MERCHANTS INVESTMENTS#305 · 55 sh | 55 | $1.2K | — | New |
| 306 | MH & ASSOCIATES SECURITIES MANAGEMENT#306 · 50 sh | 50 | $1.1K | <0.01% | 0.0% |
| 307 | Caitong International Asset Management , Ltd#307 · 43 sh | 43 | $956.00 | <0.01% | +104.8% |
| 308 | Bay Harbor Wealth Management#308 · 32 sh | 32 | $712.00 | <0.01% | +28.0% |
| 309 | DiNuzzo Private Wealth#309 · 31 sh | 31 | $690.00 | — | 0.0% |
| 310 | Trust Co#310 · 30 sh | 30 | $667.00 | — | 0.0% |
| 311 | Clearstead Advisors#311 · 29 sh | 29 | $646.00 | 0.00% | New |
| 312 | FINANCIAL CONSULATE#312 · 29 sh | 29 | $645.00 | — | 0.0% |
| 313 | HFM Investment Advisors#313 · 28 sh | 28 | $623.00 | <0.01% | +75.0% |
| 314 | Rialto Wealth Management#314 · 23 sh | 23 | $512.00 | <0.01% | +43.8% |
| 315 | Plante Moran Financial Advisors#315 · 19 sh | 19 | $423.00 | 0.00% | New |
| 316 | LRI Investments#316 · 12 sh | 12 | $267.00 | 0.00% | New |
| 317 | Davis Capital Management#317 · 10 sh | 10 | $222.00 | — | New |
| 318 | Ankerstar Wealth#318 · 8 sh | 8 | $178.00 | <0.01% | New |
| 319 | GILPIN WEALTH MANAGEMENT#319 · 7 sh | 7 | $156.00 | — | New |
| 320 | DecisionPoint Financial#320 · 6 sh | 6 | $136.00 | 0.00% | New |
| 321 | RAFFA WEALTH MANAGEMENT#321 · 6 sh | 6 | $133.00 | 0.00% | +200.0% |
| 322 | Dunhill Financial#322 · 3 sh | 3 | $83.00 | 0.00% | 0.0% |
| 323 | True Wealth Design#323 · 3 sh | 3 | $67.00 | — | 0.0% |
| 324 | MARYLAND CAPITAL ADVISORS#324 · 2 sh | 2 | $45.00 | — | — |
| 325 | Navigoe#325 · 10 sh | 10 | $0.00 | 0.00% | New |
| 326 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#326 · 260,354 sh | 260,354 | — | — | -2.8% |
| 327 | Quantum Portfolio Management#327 · 51,424 sh | 51,424 | — | — | +2.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.