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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barrett & Company's EBC Position: Q1 2026 in Review

Barrett & Company held its Eastern Bankshares (EBC) position steady in Q1 2026 at 13,545 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #125.

Barrett & Company first reported a position in EBC in Q1 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • Barrett & Company held 13,545 shares of Eastern Bankshares worth $265K as of Q1 2026.
  • Barrett & Company left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up 0.09% of Barrett & Company's portfolio in Q1 2026, its #125 holding.
  • Barrett & Company first reported a position in Eastern Bankshares in Q1 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.