EBCNasdaqSavings Institution, Federally CharteredFiscal year ends December 31
Eastern Bankshares, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$21.01−0.30 (-1.41%)
Close on Oct 19, 2026
- Market cap
- $4.61B
- P/E (TTM)
- 12.0
- Dividend yield
- 2.43%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.6%
193M of 229M shares
Institutional holders
327
73 new, 42 sold out
Net institutional buying
25M
In Q2 2026
Insider trades, 12 months
5 buys · 17 sales
Net sold $8.02M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 21,640,502 | 9.40% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 14,817,500 | 6.30% | 13G (passive) amendment | Mar 31, 2026 |
| Delaware Charter Guarantee & Trust Company dba Principal Trust Company as Directed Trustee for the Eastern Bank Employee Stock Ownership Plan IRS No | 14,791,261 | 6.89% | 13G (passive) amendment | Sep 30, 2024 |
| T. Rowe Price Investment Management, Inc. | 13,728,558 | 5.80% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 13,262,936 | 5.73% | 13G (passive) | Jun 30, 2026 |
| State Street Corporation | 12,124,657 | 5.20% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,422,283 | 9.81% | $498.67M | +5,703,910 | 0.01% |
| FMR LLC | 16,055,159 | 7.03% | $357.07M | +1,237,659 | 0.02% |
| Vanguard Portfolio Management LLC | 13,136,655 | 5.75% | $292.16M | +2,348,195 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 12,630,998 | 5.53% | $280.91K | −824,789 | 0.18% |
| State Street Corp | 12,124,657 | 5.31% | $269.65M | +3,603,128 | 0.01% |
| Dimensional Fund Advisors LP | 9,455,830 | 4.14% | $210.29M | +837,600 | 0.04% |
| Vanguard Capital Management LLC | 9,411,617 | 4.12% | $209.31M | −104,149 | 0.00% |
| Goldman Sachs Group Inc | 7,507,507 | 3.29% | $166.97M | +6,012,300 | 0.01% |
| HoldCo Asset Management, LP | 7,382,772 | 3.23% | $164.19M | – | 10.54% |
| Jennison Associates LLC | 6,514,253 | 2.85% | $144.88M | −331,963 | 0.09% |
| Geode Capital Management, LLC | 5,791,627 | 2.53% | $128.83M | +240,603 | 0.01% |
| Wellington Management Group Llp | 5,680,338 | 2.49% | $126.33M | −305,774 | 0.02% |
| Arrowstreet Capital, Limited Partnership | 3,660,287 | 1.60% | $81.40M | +2,212,508 | 0.04% |
| Nomura Asset Management International Inc. | 2,918,045 | 1.28% | $64.90M | −80,135 | 0.10% |
| JPMorgan Chase & Co | 2,597,403 | 1.14% | $57.53M | +1,389,151 | 0.00% |
| Northern Trust Corp | 2,471,316 | 1.08% | $54.96M | +529,789 | 0.01% |
| Frontier Capital Management Co LLC | 2,332,022 | 1.02% | $51.86M | −508,271 | 0.48% |
| Charles Schwab Investment Management Inc | 2,153,384 | 0.94% | $47.89M | +96,573 | 0.01% |
| Norges Bank | 1,994,543 | 0.87% | $44.36M | New | 0.00% |
| Morgan Stanley | 1,949,358 | 0.85% | $43.35M | +635,900 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 327 | 193M | 84.6% | 73 / 114 | 77 / 42 | 40M | 15M |
| Q1 2026 | 300 | 169M | 73.8% | 46 / 97 | 101 / 27 | 33M | 21M |
| Q4 2025 | 289 | 179M | 78.5% | 56 / 131 | 59 / 29 | 40M | 14M |
| Q3 2025 | 268 | 154M | 67.2% | 31 / 104 | 74 / 45 | 19M | 12M |
| Q2 2025 | 286 | 147M | 64.3% | 47 / 92 | 97 / 30 | 14M | 11M |
| Q1 2025 | 272 | 144M | 62.8% | 42 / 83 | 91 / 14 | 6M | 9M |
| Q4 2024 | 246 | 147M | 64.3% | 28 / 67 | 88 / 22 | 9M | 6M |
| Q3 2024 | 242 | 144M | 63.0% | 69 / 105 | 37 / 21 | 44M | 8M |
| Q2 2024 | 195 | 121M | 52.9% | 29 / 82 | 52 / 25 | 10M | 7M |
| Q1 2024 | 194 | 119M | 51.9% | 30 / 48 | 67 / 17 | 11M | 6M |
| Q4 2023 | 183 | 114M | 50.0% | 30 / 62 | 52 / 25 | 14M | 7M |
| Q3 2023 | 180 | 107M | 46.8% | 20 / 65 | 59 / 18 | 9M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,600,886 | 2.89% | $146.80M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 5,405,970 | 2.37% | $120.23M | 0.14% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 4,892,775 | 2.14% | $108.82M | 0.10% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 4,839,156 | 2.12% | $95.48M | 0.04% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 4,770,180 | 2.09% | $106.09M | 0.06% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 3,165,132 | 1.39% | $70.39M | 0.76% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,022,190 | 1.32% | $67.21M | 0.10% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,851,309 | 1.25% | $63.41M | 0.60% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 2,753,937 | 1.21% | $61.25M | 1.29% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 2,729,271 | 1.19% | $62.66M | 0.32% | Jul 31, 2026 |
| PGIM Jennison Small Company Fund | 2,666,834 | 1.17% | $59.31M | 1.70% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,433,777 | 1.07% | $54.13M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,408,605 | 1.05% | $55.30M | 0.16% | Jul 31, 2026 |
| Fidelity Small Cap Value Fund | 2,407,700 | 1.05% | $55.28M | 1.01% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,946,745 | 0.85% | $43.30M | 0.26% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Denis K. Sheahan | Chief Executive Officer, Director | 312,476 | 0.14% | Sep 4, 2026 |
| Robert Francis Rivers | Executive Chair, Director | 463,203 | 0.20% | Mar 5, 2026 |
| R. David Rosato | Chief Financial Officer | 68,734 | 0.03% | Sep 4, 2026 |
| Kathleen Cloherty Henry | Executive VP, General Counsel | 77,164 | 0.03% | Sep 3, 2026 |
| Donald Michael Westermann | Chief Information Officer | 27,555 | 0.01% | Sep 2, 2026 |
| Steven Louis Antonakes | Executive VP | 80,075 | 0.04% | Sep 2, 2026 |
| David Andrew Ahlquist | SVP, Chief Accounting Officer | 40,575 | 0.02% | Mar 5, 2026 |
| Quincy Lee Miller | President | 169,879 | 0.07% | Mar 5, 2026 |
| Richard Corey Bane | Director | 198,498 | 0.09% | Sep 15, 2026 |
| Joseph F. Casey | Director | 293,700 | 0.13% | Aug 26, 2026 |
| Luis Borgen | Director | 20,475 | 0.01% | Jul 7, 2026 |
| Andargachew S. Zelleke | Director | 13,595 | 0.01% | May 20, 2026 |
| Richard Edward Holbrook | Director | 278,998 | 0.12% | May 20, 2026 |
| Deborah C. Jackson | Director | 94,339 | 0.04% | May 20, 2026 |
| Diane Hessan | Director | 124,498 | 0.05% | May 20, 2026 |
| Peter Kenneth Markell | Director | 182,498 | 0.08% | May 20, 2026 |
| Joseph Chung | Director | 132,498 | 0.06% | May 20, 2026 |
| Marisa Harney | Director | 12,751 | 0.01% | May 20, 2026 |
| Linda Marie Williams | Director | 12,751 | 0.01% | May 20, 2026 |
| Leon Aghababai Palandjian | Director | 99,561 | 0.04% | May 20, 2026 |
| Cathleen Agnes Schmidt | Director | 32,180 | 0.01% | May 20, 2026 |
| Bari A. Harlam | Director | 81,967 | 0.04% | May 20, 2026 |
| Michael James Sullivan | Director | 133,624 | 0.06% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard Corey Bane Director | Sep 14, 2026 | Sale | −4,000 | $21.78 | $87.12K | 198,498 |
| R. David Rosato Chief Financial Officer | Sep 3, 2026 | Tax withholding | −3,354 | $22.08 | $74.06K | 18,734 |
| R. David Rosato Chief Financial Officer | Sep 3, 2026 | Option exercise | +11,356 | – | – | 22,088 |
| Denis K. Sheahan Chief Executive Officer, Director | Sep 3, 2026 | Option exercise | +8,607 | – | – | 8,607 |
| Denis K. Sheahan Chief Executive Officer, Director | Sep 3, 2026 | Tax withholding | −4,162 | $22.08 | $91.90K | 4,445 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Sep 2, 2026 | Sale | −14,000 | $21.68 | $303.52K | 43,146 |
| Steven Louis Antonakes Executive VP | Sep 1, 2026 | Sale | −13,500 | $21.95 | $296.33K | 61,790 |
| Donald Michael Westermann Chief Information Officer | Sep 1, 2026 | Sale | −23,005 | $21.43 | $493.00K | 0 |
| Donald Michael Westermann Chief Information Officer | Sep 1, 2026 | Sale | −10,407 | $21.77 | $226.56K | 22,565 |
| Joseph F. Casey Director | Aug 25, 2026 | Sale(10b5-1 plan) | −1,778 | $22.69 | $40.34K | 60,301 |
| Joseph F. Casey Director | Aug 24, 2026 | Sale(10b5-1 plan) | −10,000 | $22.72 | $227.20K | 62,079 |
| Joseph F. Casey Director | Aug 21, 2026 | Sale(10b5-1 plan) | −10,000 | $22.96 | $229.60K | 72,079 |
| Joseph F. Casey Director | Aug 20, 2026 | Sale(10b5-1 plan) | −10,000 | $22.88 | $228.80K | 82,079 |
| Joseph F. Casey Director | Aug 19, 2026 | Sale(10b5-1 plan) | −10,000 | $23.62 | $236.20K | 92,079 |
| Luis Borgen Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,710 | $22.71 | $38.83K | 20,475 |
| Luis Borgen Director | Jun 29, 2026 | Sale(10b5-1 plan) | −1,709 | $21.97 | $37.55K | 22,185 |
| Deborah C. Jackson Director | May 18, 2026 | Award | +3,883 | – | – | 75,339 |
| Bari A. Harlam Director | May 18, 2026 | Award | +3,883 | – | – | 81,967 |
| Richard Edward Holbrook Director | May 18, 2026 | Award | +3,883 | – | – | 278,998 |
| Marisa Harney Director | May 18, 2026 | Award | +3,883 | – | – | 12,751 |
| Diane Hessan Director | May 18, 2026 | Award | +3,883 | – | – | 122,498 |
| Joseph F. Casey Director | May 18, 2026 | Award | +3,883 | – | – | 3,883 |
| Peter Kenneth Markell Director | May 18, 2026 | Award | +3,883 | – | – | 182,498 |
| Luis Borgen Director | May 18, 2026 | Award | +3,883 | – | – | 23,894 |
| Linda Marie Williams Director | May 18, 2026 | Award | +3,883 | – | – | 12,751 |
| Cathleen Agnes Schmidt Director | May 18, 2026 | Award | +3,883 | – | – | 13,011 |
| Joseph Chung Director | May 18, 2026 | Award | +3,883 | – | – | 132,498 |
| Richard Corey Bane Director | May 18, 2026 | Award | +3,883 | – | – | 202,498 |
| Andargachew S. Zelleke Director | May 18, 2026 | Award | +3,883 | – | – | 13,595 |
| Michael James Sullivan Director | May 18, 2026 | Award | +3,883 | – | – | 132,206 |
| Leon Aghababai Palandjian Director | May 18, 2026 | Award | +3,883 | – | – | 99,561 |
| R. David Rosato Chief Financial Officer | Mar 6, 2026 | Buy | +5,000 | $18.45 | $92.25K | 50,000 |
| R. David Rosato Chief Financial Officer | Mar 5, 2026 | Buy | +5,000 | $19.17 | $95.85K | 45,000 |
| Steven Louis Antonakes Executive VP | Mar 3, 2026 | Option exercise | +1,654 | – | – | 75,776 |
| Steven Louis Antonakes Executive VP | Mar 3, 2026 | Tax withholding | −486 | $19.45 | $9.45K | 75,290 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Mar 3, 2026 | Option exercise | +2,165 | – | – | 58,107 |
| Kathleen Cloherty Henry Executive VP, General Counsel | Mar 3, 2026 | Tax withholding | −961 | $19.45 | $18.69K | 57,146 |
| Robert Francis Rivers Executive Chair, Director | Mar 3, 2026 | Tax withholding | −5,427 | $19.45 | $105.56K | 458,282 |
| Robert Francis Rivers Executive Chair, Director | Mar 3, 2026 | Option exercise | +11,223 | – | – | 463,709 |
| Denis K. Sheahan Chief Executive Officer, Director | Mar 3, 2026 | Option exercise | +34,065 | – | – | 34,065 |
| Denis K. Sheahan Chief Executive Officer, Director | Mar 3, 2026 | Tax withholding | −15,184 | $19.45 | $295.33K | 18,881 |
| Quincy Lee Miller President | Mar 3, 2026 | Tax withholding | −2,493 | $19.45 | $48.49K | 66,538 |
| Quincy Lee Miller President | Mar 3, 2026 | Option exercise | +5,621 | – | – | 69,031 |
| David Andrew Ahlquist SVP, Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −567 | $19.45 | $11.03K | 12,972 |
| David Andrew Ahlquist SVP, Chief Accounting Officer | Mar 3, 2026 | Option exercise | +1,634 | – | – | 13,539 |
| Donald Michael Westermann Chief Information Officer | Mar 3, 2026 | Option exercise | +2,165 | – | – | 33,933 |
| Donald Michael Westermann Chief Information Officer | Mar 3, 2026 | Tax withholding | −961 | $19.45 | $18.69K | 32,972 |
| R. David Rosato Chief Financial Officer | Mar 3, 2026 | Option exercise | +4,135 | – | – | 12,157 |
| R. David Rosato Chief Financial Officer | Mar 3, 2026 | Tax withholding | −1,425 | $19.45 | $27.72K | 10,732 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Tax withholding | −11,019 | $19.56 | $215.53K | 452,486 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Option exercise | +47,492 | – | – | 450,766 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Tax withholding | −16,893 | $19.56 | $330.43K | 433,873 |
| Robert Francis Rivers Executive Chair, Director | Mar 1, 2026 | Award | +29,632 | – | – | 463,505 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Award | +5,520 | – | – | 34,217 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Tax withholding | −6,522 | $19.56 | $127.57K | 28,697 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Option exercise | +14,359 | – | – | 35,219 |
| Donald Michael Westermann Chief Information Officer | Mar 1, 2026 | Tax withholding | −2,449 | $19.56 | $47.90K | 31,768 |
| Quincy Lee Miller President | Mar 1, 2026 | Tax withholding | −4,676 | $19.56 | $91.46K | 63,410 |
| Quincy Lee Miller President | Mar 1, 2026 | Option exercise | +25,069 | – | – | 68,698 |
| Quincy Lee Miller President | Mar 1, 2026 | Award | −10,542 | – | – | 68,086 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| C. Bane Richard Director | Sep 14, 2026 | 4,000 | $87.10K | Sep 14, 2026 | Restricted Stock |
| Michael Westermann Donald Chief Information Officer | Sep 2, 2026 | 23,005 | $492.93K | Sep 1, 2026 | IPO |
| Henry Kathleen Officer | Sep 2, 2026 | 14,000 | $303.56K | Sep 2, 2026 | Performance Shares |
| Antonakes Steven Officer | Sep 1, 2026 | 13,500 | $296.33K | Sep 1, 2026 | Restricted Stock |
| Westermann Donald Officer | Sep 1, 2026 | 10,407 | $226.57K | Sep 1, 2026 | Restricted Stock |
| Joseph F. Casey Director | Aug 25, 2026 | 1,778 | $40.34K | Aug 25, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 24, 2026 | 10,000 | $227.20K | Aug 24, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 21, 2026 | 10,000 | $229.60K | Aug 21, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 20, 2026 | 10,000 | $228.80K | Aug 20, 2026 | Open Market Purchase |
| Joseph F. Casey Director | Aug 19, 2026 | 10,000 | $236.20K | Aug 19, 2026 | Open Market Purchase |
| Borgen Luis Director | Jun 29, 2026 | 3,419 | $75.53K | Jun 29, 2026 | Restricted Stock Awards |
| David Andrew Ahlquist Officer | Feb 4, 2026 | 10,000 | $219.50K | Feb 4, 2026 | Private Placement |
| Westermann Donald Officer | Jan 28, 2026 | 21,256 | $427.45K | Jan 28, 2026 | Performance Shares |
| Borgen Luis Director | Dec 1, 2025 | 9,000 | $169.47K | Dec 1, 2025 | Restricted Stock Units |
| Joseph F. Casey Director | Nov 26, 2025 | 322,771 | $6.14M | Nov 26, 2025 | Option Granted - 08/16/2017 |