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LRI Investments’s Eastern Bankshares EBC Stock Holding History

LRI Investments’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 		$267 Buy
+12
New +$244 ﹤0.01% 1678

Other funds holding EBC

EB
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VF
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
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

LRI Investments's EBC Position: Q2 2026 in Review

LRI Investments opened a new position in Eastern Bankshares (EBC) in Q2 2026: 12 shares worth $267. The stake represents ﹤0.01% of the portfolio and ranks #1678 among its holdings.

95 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

  • LRI Investments held 12 shares of Eastern Bankshares worth $267 as of Q2 2026.
  • Eastern Bankshares was a new LRI Investments position in Q2 2026.
  • Eastern Bankshares made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1678 holding.
  • 95 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.