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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Eastern Bankshares, Inc. (EBC)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

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13.02

-0.06

(-0.42%)

As of 12:22PM EDT. Market open.

Major holders

Currency in USD

1.17%	% of shares held by all insiders
72.39%	% of shares held by institutions
73.24%	% of float held by institutions
253	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	16,382,980	30 Dec 2023	9.29%	213,388,308
T. Rowe Price Investment Management, Inc.	13,230,563	30 Dec 2023	7.50%	172,328,078
Blackrock Inc.	12,590,988	30 Dec 2023	7.14%	163,997,613
FMR, LLC	11,023,954	30 Dec 2023	6.25%	143,586,996
State Street Corporation	5,439,238	30 Dec 2023	3.08%	70,846,072
Dimensional Fund Advisors LP	3,794,640	30 Dec 2023	2.15%	49,425,184
Geode Capital Management, LLC	3,476,857	30 Dec 2023	1.97%	45,286,061
Wellington Management Group, LLP	3,464,674	30 Dec 2023	1.96%	45,127,377
Janus Henderson Group PLC	3,394,466	30 Dec 2023	1.92%	44,212,918
Brown Advisory Inc.	3,163,087	30 Dec 2023	1.79%	41,199,206

Holder	Shares	Date reported	% out	Value
Fidelity Small Cap Value Fund	8,270,100	30 Jan 2024	4.69%	107,718,049
Price (T.Rowe) Small-Cap Value Fund	5,910,508	30 Dec 2023	3.35%	76,984,364
Vanguard Total Stock Market Index Fund	5,004,965	30 Dec 2023	2.84%	65,189,667
Vanguard Small-Cap Index Fund	4,042,697	30 Dec 2023	2.29%	52,656,126
iShares Russell 2000 ETF	3,886,766	28 Feb 2024	2.20%	50,625,125
Janus Henderson Small Cap Value Fund	2,887,571	30 Dec 2023	1.64%	37,610,611
Vanguard Small Cap Value Index Fund	2,785,702	30 Dec 2023	1.58%	36,283,767
Price (T.Rowe) U.S. Small-Cap Value Equity Trust	2,697,851	30 Dec 2023	1.53%	35,139,508
Vanguard Extended Market Index Fund	2,312,520	30 Dec 2023	1.31%	30,120,572
Brown Advisory Fds-Brown Advisory Small Cap Fund Value Fd	1,726,811	30 Mar 2024	0.98%	22,491,712