Barrett & Company
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Barrett & Company’s Eastern Bankshares EBC Stock Holding History

Barrett & Company’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
Q3 		$283K Hold
13,545
– – 0.08% 127
2026
Q2 		$301K Hold
13,545
– – 0.08% 126
2026
Q1 		$265K Hold
13,545
– – 0.09% 125
2025
Q4 		$250K Buy
13,545
+5,369
+66% +$98.3K 0.08% 135
2025
Q3 		$152K Hold
8,176
– – 0.05% 175
2025
Q2 		$125K Hold
8,176
– – 0.05% 184
2025
Q1 		$134K Buy
+8,176
New +$142K 0.06% 166

Other funds holding EBC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Barrett & Company's EBC Position: Q3 2026 in Review

Barrett & Company held its Eastern Bankshares (EBC) position steady in Q3 2026 at 13,545 shares worth $283K. The position accounts for 0.08% of the portfolio, ranked #127.

Barrett & Company first reported a position in EBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $301K in Q2 2026. 256 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • Barrett & Company held 13,545 shares of Eastern Bankshares worth $283K as of Q3 2026.
  • Barrett & Company left its Eastern Bankshares share count unchanged in Q3 2026.
  • Eastern Bankshares made up 0.08% of Barrett & Company's portfolio in Q3 2026, its #127 holding.
  • Barrett & Company first reported a position in Eastern Bankshares in Q1 2025 and has held it in 7 quarters since.
  • Barrett & Company's Eastern Bankshares position peaked at $301K in Q2 2026.
  • 256 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.