Beese Fulmer Investment Management’s Eastern Bankshares EBC Stock Holding History

Beese Fulmer Investment Management’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	$203K	Buy	+9,132	New	+$185K	0.01%	389
2025 Q4	–	Sell	-56,800	Closed	-$1.03M	–	399
2025 Q3	$1.03M	Hold	56,800	–	–	0.07%	143
2025 Q2	$867K	Sell	56,800 -800	-1%	-$12K	0.06%	148
2025 Q1	$945K	Sell	57,600 -1,600	-3%	-$27.9K	0.08%	124
2024 Q4	$1.02M	Sell	59,200 -6,000	-9%	-$105K	0.09%	121
2024 Q3	$1.07M	Hold	65,200	–	–	0.09%	118
2024 Q2	$911K	Sell	65,200 -2,500	-4%	-$33.2K	0.08%	120
2024 Q1	$933K	Sell	67,700 -4,000	-6%	-$54.3K	0.09%	119
2023 Q4	$1.02M	Hold	71,700	–	–	0.11%	118
2023 Q3	$899K	Hold	71,700	–	–	0.1%	118
2023 Q2	$880K	Sell	71,700 -103	-0.1%	-$1.22K	0.1%	123
2023 Q1	$906K	Hold	71,803	–	–	0.1%	122
2022 Q4	$1.24M	Hold	71,803	–	–	0.15%	109
2022 Q3	$1.41M	Sell	71,803 -1,000	-1%	-$20K	0.19%	99
2022 Q2	$1.34M	Sell	72,803 -897	-1%	-$17.4K	0.17%	102
2022 Q1	$1.59M	Sell	73,700 -2,500	-3%	-$53.2K	0.17%	101
2021 Q4	$1.54M	Sell	76,200 -21,700	-22%	-$450K	0.16%	104
2021 Q3	$1.99M	Buy	97,900 +1,300	+1%	+$24.9K	0.22%	89
2021 Q2	$1.99M	Sell	96,600 -800	-0.8%	-$17K	0.22%	91
2021 Q1	$1.88M	Hold	97,400	–	–	0.23%	94
2020 Q4	$1.59M	Buy	+97,400	New	+$1.38M	0.2%	97

Other funds holding EBC

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Beese Fulmer Investment Management's EBC Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Eastern Bankshares (EBC) in Q2 2026: 9,132 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in EBC as recently as Q3 2025.

Beese Fulmer Investment Management first reported a position in EBC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.99M in Q3 2021. 85 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Beese Fulmer Investment Management held 9,132 shares of Eastern Bankshares worth $203K as of Q2 2026.
Eastern Bankshares was a new Beese Fulmer Investment Management position in Q2 2026.
Eastern Bankshares made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #389 holding.
Beese Fulmer Investment Management first reported a position in Eastern Bankshares in Q4 2020 and has held it in 21 quarters since.
Beese Fulmer Investment Management's Eastern Bankshares position peaked at $1.99M in Q3 2021.
85 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.