BC
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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Barrett & Company's EBC Position: Q2 2026 in Review

Barrett & Company held its Eastern Bankshares (EBC) position steady in Q2 2026 at 13,545 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #126.

Barrett & Company 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.

  • Barrett & Company held 13,545 shares of Eastern Bankshares worth $301K as of Q2 2026.
  • Barrett & Company left its Eastern Bankshares share count unchanged in Q2 2026.
  • Eastern Bankshares made up 0.08% of Barrett & Company's portfolio in Q2 2026, its #126 holding.
  • Barrett & Company 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 Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.