Bare Financial Services’s Eastern Bankshares EBC Stock Holding History

Bare Financial Services’s Portfolio EBC Stock Details EBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.74K	Buy	258 +92	+55%	+$1.87K	﹤0.01%	796
2026 Q1	$3.25K	Sell	166 -26	-14%	-$519	﹤0.01%	821
2025 Q4	$3.54K	Buy	192 +26	+16%	+$476	﹤0.01%	660
2025 Q3	$3.01K	Buy	166 +113	+213%	+$1.86K	﹤0.01%	708
2025 Q2	$809	Buy	53 +22	+71%	+$330	﹤0.01%	968
2025 Q1	$508	Buy	+31	New	+$540	﹤0.01%	812

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bare Financial Services's EBC Position: Q2 2026 in Review

Bare Financial Services increased its Eastern Bankshares (EBC) stake by 55% in Q2 2026, buying an estimated $1.87K and bringing the position to 258 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Bare Financial Services first reported a position in EBC in Q1 2025 and has held it in 6 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Bare Financial Services held 258 shares of Eastern Bankshares worth $5.74K as of Q2 2026.
Bare Financial Services bought 92 Eastern Bankshares shares in Q2 2026, an estimated $1.87K.
Eastern Bankshares made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #796 holding.
Bare Financial Services first reported a position in Eastern Bankshares in Q1 2025 and has held it in 6 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.