Lynch & Associates’s Eastern Bankshares EBC Stock Holding History

Lynch & Associates’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	$712K	Sell	32,000 -3,000	-9%	-$60.9K	0.12%	94
2026 Q1	$685K	Hold	35,000	–	–	0.13%	91
2025 Q4	$645K	Hold	35,000	–	–	0.12%	92
2025 Q3	$635K	Hold	35,000	–	–	0.12%	92
2025 Q2	$534K	Hold	35,000	–	–	0.11%	97
2025 Q1	$574K	Hold	35,000	–	–	0.12%	90
2024 Q4	$604K	Hold	35,000	–	–	0.13%	86
2024 Q3	$574K	Hold	35,000	–	–	0.12%	90
2024 Q2	$489K	Hold	35,000	–	–	0.11%	89
2024 Q1	$482K	Sell	35,000 -1,000	-3%	-$13.6K	0.11%	87
2023 Q4	$511K	Hold	36,000	–	–	0.12%	86
2023 Q3	$451K	Sell	36,000 -500	-1%	-$6.73K	0.12%	88
2023 Q2	$448K	Sell	36,500 -1,000	-3%	-$11.8K	0.11%	82
2023 Q1	$473K	Sell	37,500 -26,000	-41%	-$401K	0.12%	80
2022 Q4	$1.1M	Sell	63,500 -4,000	-6%	-$76.5K	0.29%	63
2022 Q3	$1.33M	Sell	67,500 -1,250	-2%	-$25K	0.39%	58
2022 Q2	$1.27M	Sell	68,750 -500	-0.7%	-$9.69K	0.35%	61
2022 Q1	$1.49M	Sell	69,250 -9,250	-12%	-$197K	0.36%	62
2021 Q4	$1.58M	Sell	78,500 -5,500	-7%	-$114K	0.37%	58
2021 Q3	$1.71M	Hold	84,000	–	–	0.44%	57
2021 Q2	$1.73M	Hold	84,000	–	–	0.44%	57
2021 Q1	$1.62M	Sell	84,000 -700	-0.8%	-$12.2K	0.44%	54
2020 Q4	$1.38M	Buy	+84,700	New	+$1.2M	0.38%	56

Other funds holding EBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $167B AUM 44.17% 1-Year Est. Return

Lynch & Associates's EBC Position: Q2 2026 in Review

Lynch & Associates reduced its Eastern Bankshares (EBC) stake by 8.6% in Q2 2026, selling an estimated $60.9K and leaving 32,000 shares worth $712K. The position accounts for 0.12% of the portfolio, ranked #94.

Lynch & Associates first reported a position in EBC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q2 2021. 327 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Lynch & Associates held 32,000 shares of Eastern Bankshares worth $712K as of Q2 2026.
Lynch & Associates sold 3,000 Eastern Bankshares shares in Q2 2026, an estimated $60.9K.
Eastern Bankshares made up 0.12% of Lynch & Associates's portfolio in Q2 2026, its #94 holding.
Lynch & Associates first reported a position in Eastern Bankshares in Q4 2020 and has held it in 23 quarters since.
Lynch & Associates's Eastern Bankshares position peaked at $1.73M in Q2 2021.
327 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.