As of the latest SEC filings, Eastern Bankshares, Inc. (EBC) is held by 258 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $131,292,861.84 in market value, representing 0.01% of its portfolio.
Funds holding Eastern Bankshares, Inc. (EBC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EBC
- CIK:
- 0001810546
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $131,292,861.84 | 6,712,314 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.14% | $104,134,916.76 | 5,323,871 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $95,617,377.84 | 4,888,414 | Mar 31, 2026 | May 28, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.04% | $94,282,505.64 | 4,820,169 | Feb 28, 2026 | Apr 24, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.70% | $64,782,348.36 | 3,311,981 | Mar 31, 2026 | May 28, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.77% | $61,977,150.96 | 3,168,566 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.10% | $60,897,673.68 | 3,113,378 | Mar 31, 2026 | May 28, 2026 |
|
PGOAX
PGIM Jennison Small Company Fund
|
MF | PGIM / Prudential | 1.74% | $55,551,984.36 | 2,840,081 | Mar 31, 2026 | May 27, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.30% | $55,213,152.33 | 2,729,271 | Apr 30, 2026 | Jun 24, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 1.06% | $54,147,618.00 | 2,676,600 | Apr 30, 2026 | Jun 26, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.41% | $52,146,627.48 | 2,665,983 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $47,249,448.96 | 2,415,616 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.13% | $43,557,799.67 | 2,153,129 | Apr 30, 2026 | Jun 26, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.05% | $38,331,732.00 | 1,959,700 | Feb 27, 2026 | Apr 23, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.29% | $36,513,180.12 | 1,866,727 | Mar 31, 2026 | May 28, 2026 |
|
TRSSX
T. Rowe Price Institutional Small-Cap Stock Fund
|
MF | T. Rowe Price | 0.79% | $34,210,400.88 | 1,748,998 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 1.00% | $27,264,077.64 | 1,393,869 | Feb 28, 2026 | Apr 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.63% | $25,953,362.04 | 1,326,859 | Mar 31, 2026 | May 26, 2026 |
|
PXSAX
Impax Small Cap Fund
|
MF | Independent / Boutique | 3.37% | $24,939,000.00 | 1,275,000 | Mar 31, 2026 | May 20, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $22,381,666.92 | 1,144,257 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.14% | $21,475,080.48 | 1,097,908 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $21,325,899.56 | 1,054,172 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.10% | $20,884,349.60 | 1,067,707 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.27% | $20,053,594.40 | 991,280 | Apr 30, 2026 | Jun 29, 2026 |
|
-
Nomura VIP Small Cap Value Series
|
ETF | Independent / Boutique | 1.12% | $19,464,156.00 | 995,100 | Mar 31, 2026 | May 28, 2026 |
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