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 Q3	$207K	Hold	9,912	–	–	0.04%	96
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Mascoma Wealth Management's EBC Position: Q3 2026 in Review

Mascoma Wealth Management held its Eastern Bankshares (EBC) position steady in Q3 2026 at 9,912 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #96.

Mascoma Wealth Management first reported a position in EBC in Q3 2024 and has held it in 9 quarters since. The position peaked at $220K in Q2 2026. 58 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

Mascoma Wealth Management held 9,912 shares of Eastern Bankshares worth $207K as of Q3 2026.
Mascoma Wealth Management left its Eastern Bankshares share count unchanged in Q3 2026.
Eastern Bankshares made up 0.04% of Mascoma Wealth Management's portfolio in Q3 2026, its #96 holding.
Mascoma Wealth Management first reported a position in Eastern Bankshares in Q3 2024 and has held it in 9 quarters since.
Mascoma Wealth Management's Eastern Bankshares position peaked at $220K in Q2 2026.
58 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.