Titelia

Fund shareholders of Eastern Bankshares Inc

ISIN US27627N1054 · United States · LEI 549300J245MBQU3DO403

Fund shareholders
258
Of which ETFs
51 207 other funds
Value held
1.7B $ 13M SEK
Share of capital
38.1 % of 228.5M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 6,712,314131.3M $0.01 %2.94 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 5,323,871104.1M $0.14 %2.33 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 4,888,41495.6M $0.06 %2.14 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,820,16994.3M $0.04 %2.11 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 3,311,98164.8M $0.70 %1.45 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 3,168,56662M $0.77 %1.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,113,37860.9M $0.10 %1.36 %as of Mar 31, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 2,840,08155.6M $1.74 %1.24 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,729,27155.2M $0.30 %1.19 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 2,676,60054.1M $1.06 %1.17 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 2,665,98352.1M $1.41 %1.17 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,415,61647.2M $0.06 %1.06 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 2,153,12943.6M $0.13 %0.94 %as of Apr 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 1,959,70038.3M $1.05 %0.86 %as of Feb 27, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,866,72736.5M $0.29 %0.82 %as of Mar 31, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 1,748,99834.2M $0.79 %0.77 %as of Mar 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 1,393,86927.3M $1.00 %0.61 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 1,326,85926M $0.63 %0.58 %as of Mar 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 1,275,00024.9M $3.37 %0.56 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,144,25722.4M $0.05 %0.50 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,097,90821.5M $0.14 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,067,70720.9M $0.10 %0.47 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 1,054,17221.3M $0.11 %0.46 %as of Apr 30, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 995,10019.5M $1.12 %0.44 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 991,28020.1M $0.27 %0.43 %as of Apr 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 847,40517.1M $0.02 %0.37 %as of Apr 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 804,55515.7M $1.46 %0.35 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 777,01015.7M $0.11 %0.34 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 763,20014.9M $3.30 %0.33 %as of Feb 28, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 726,62214.2M $1.52 %0.32 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 674,07713.2M $0.15 %0.29 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 671,88013.1M $1.02 %0.29 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 607,57712.3M $0.76 %0.27 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 564,34011.4M $0.29 %0.25 %as of Apr 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 543,06410.6M $0.46 %0.24 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 520,12810.5M $0.14 %0.23 %as of Apr 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 514,10010.1M $1.03 %0.22 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 507,99210.3M $0.02 %0.22 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 478,2809.7M $0.13 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 411,3928M $0.01 %0.18 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 398,0367.8M $0.40 %0.17 %as of Mar 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 390,3777.9M $0.90 %0.17 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 360,2447M $0.05 %0.16 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 357,2787.2M $0.08 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 353,8076.9M $0.14 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 349,4547.1M $0.02 %0.15 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 337,9246.6M $0.58 %0.15 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 327,0966.4M $0.01 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 325,0126.4M $0.01 %0.14 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 310,4656.1M $0.50 %0.14 %as of Feb 28, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 303,9006.1M $0.98 %0.13 %as of Apr 30, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 291,7235.9M $0.46 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 290,2375.7M $0.01 %0.13 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 289,7325.7M $0.97 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 269,5515.3M $0.29 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 256,2245.2M $0.13 %0.11 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 237,6024.8M $0.17 %0.10 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 228,9764.5M $0.04 %0.10 %as of Mar 31, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 227,6954.6M $0.93 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 227,3324.4M $0.13 %0.10 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 224,4314.5M $1.69 %0.10 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 209,9714.2M $0.38 %0.09 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 198,7003.9M $0.04 %0.09 %as of Feb 28, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 190,6923.7M $0.41 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 189,4973.8M $0.01 %0.08 %as of Apr 30, 2026 ↗
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 186,2323.6M $0.33 %0.08 %as of Feb 27, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 178,5513.6M $0.16 %0.08 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 169,0393.3M $0.07 %0.07 %as of Feb 27, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 165,9903.2M $0.81 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 163,4513.2M $0.29 %0.07 %as of Feb 28, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 158,8413.2M $0.16 %0.07 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 156,3293.1M $0.59 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 156,1413.2M $0.00 %0.07 %as of Apr 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 153,7003M $1.10 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 143,9042.8M $0.14 %0.06 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 143,3542.8M $0.12 %0.06 %as of Feb 28, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 137,1962.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 134,7382.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 133,1782.7M $0.01 %0.06 %as of Apr 30, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 133,0262.6M $1.80 %0.06 %as of Feb 27, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 125,8092.5M $0.01 %0.06 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 119,6002.4M $0.37 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 119,2852.3M $0.00 %0.05 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 117,7242.3M $0.41 %0.05 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 113,8452.2M $0.05 %0.05 %as of Feb 28, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 113,7302.2M $0.14 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 111,3772.3M $0.01 %0.05 %as of Apr 30, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 110,0002.2M $3.08 %0.05 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 107,8902.2M $0.06 %0.05 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 104,6002M $0.39 %0.05 %as of Mar 31, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 102,5442M $1.65 %0.04 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 101,9882.1M $0.04 %0.04 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 101,6122M $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 101,5712M $0.14 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 94,2391.9M $0.13 %0.04 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 90,7831.8M $0.57 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 89,0721.7M $0.14 %0.04 %as of Feb 28, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 84,0701.6M $2.26 %0.04 %as of Mar 31, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 82,4621.6M $1.53 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 82,1221.7M $0.23 %0.04 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 3.37 %as of Mar 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.30 %as of Feb 28, 2026 ↗
Hennessy Small Cap Financial Fund Hennessy Funds Trust 3.08 %as of Apr 30, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 2.26 %as of Mar 31, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 1.81 %as of Mar 31, 2026 ↗
PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. 1.80 %as of Feb 27, 2026 ↗
PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. 1.74 %as of Mar 31, 2026 ↗
Financial Industries Fund John Hancock Investment Trust II 1.69 %as of Apr 30, 2026 ↗
PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 1.67 %as of Apr 30, 2026 ↗
Financial Industries Trust John Hancock Variable Insurance Trust 1.65 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2257-486,984,304+0.2 %
2026Q1261+786,780,040+10.6 %
2025Q4254+978,444,838-5.6 %
2025Q3245-1983,134,842-4.6 %
2025Q2264+987,176,414-2.3 %
2025Q1255+189,204,006+1.5 %
2024Q4254+1087,912,057+12.9 %
2024Q3244+977,833,367+10.7 %
2024Q2235-570,314,598+4.6 %
2024Q1240+167,220,125+4.2 %
2023Q423964,480,337

Institutional managers

290 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.16,718,373327M $as of Mar 31, 2026
FMR LLC14,817,500289.8M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.13,455,787263.2K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP8,618,230168.6M $as of Mar 31, 2026
STATE STREET CORP8,521,529166.7M $as of Mar 31, 2026
HoldCo Asset Management, LP7,382,772144.4M $as of Mar 31, 2026
JENNISON ASSOCIATES LLC6,846,216133.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP5,986,112117.1M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,551,024108.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.2,998,18058.6M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC2,840,29355.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd2,159,24242.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,056,81140.2M $as of Mar 31, 2026
BROWN ADVISORY INC1,963,55538.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,958,15538.3M $as of Mar 31, 2026
NORTHERN TRUST CORP1,941,52738M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,915,70737.5M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP1,847,29436.1M $as of Mar 31, 2026
FJ Capital Management LLC1,741,86434.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,495,20729.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,447,77928.3M $as of Mar 31, 2026
EASTERN BANK1,436,95328.1M $as of Mar 31, 2026
Nuveen, LLC1,391,68027.2M $as of Mar 31, 2026
MORGAN STANLEY1,313,45825.7M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE1,284,62725.1M $as of Mar 31, 2026

Declared shareholders of Eastern Bankshares Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other6.30 %14,817,500as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Eastern Bankshares Inc". https://titelia.com/en/stocks/eastern-bankshares-inc-US27627N1054