Mascoma Wealth Management’s Eastern Bankshares EBC Stock Holding History

Mascoma Wealth 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	$220K	Hold	9,912	–	–	0.04%	90
2026 Q1	$194K	Hold	9,912	–	–	0.04%	94
2025 Q4	$183K	Hold	9,912	–	–	0.04%	93
2025 Q3	$180K	Hold	9,912	–	–	0.04%	101
2025 Q2	$151K	Hold	9,912	–	–	0.04%	102
2025 Q1	$163K	Hold	9,912	–	–	0.04%	101
2024 Q4	$171K	Hold	9,912	–	–	0.04%	103
2024 Q3	$162K	Buy	+9,912	New	+$157K	0.04%	103

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

Mascoma Wealth Management's EBC Position: Q2 2026 in Review

Mascoma Wealth Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 9,912 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #90.

Mascoma Wealth Management first reported a position in EBC in Q3 2024 and has held it in 8 quarters since. 328 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Mascoma Wealth Management held 9,912 shares of Eastern Bankshares worth $220K as of Q2 2026.
Mascoma Wealth Management left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #90 holding.
Mascoma Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 8 quarters since.
328 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.