Northeast Investment Management’s Eastern Bankshares EBC Stock Holding History

Northeast 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	$2.06M	Hold	92,488	–	–	0.08%	90
2026 Q1	$1.81M	Hold	92,488	–	–	0.07%	87
2025 Q4	$1.7M	Sell	92,488 -4,443	-5%	-$81.3K	0.07%	93
2025 Q3	$1.76M	Sell	96,931 -2,520	-3%	-$41.6K	0.07%	91
2025 Q2	$1.52M	Sell	99,451 -2,472	-2%	-$37.1K	0.06%	92
2025 Q1	$1.67M	Hold	101,923	–	–	0.08%	86
2024 Q4	$1.76M	Hold	101,923	–	–	0.08%	85
2024 Q3	$1.67M	Buy	+101,923	New	+$1.61M	0.07%	90
2023 Q1	–	Sell	-10,000	Closed	-$172K	–	178
2022 Q4	$172K	Hold	10,000	–	–	0.01%	173
2022 Q3	$196K	Sell	10,000 -10,000	-50%	-$200K	0.01%	171
2022 Q2	$369K	Hold	20,000	–	–	0.02%	140
2022 Q1	$431K	Hold	20,000	–	–	0.02%	143
2021 Q4	$403K	Hold	20,000	–	–	0.02%	146
2021 Q3	$406K	Hold	20,000	–	–	0.02%	140
2021 Q2	$411K	Buy	+20,000	New	+$424K	0.02%	138

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

SOADOR

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

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.9B AUM 27.82% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SCA

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

Northeast Investment Management's EBC Position: Q2 2026 in Review

Northeast Investment Management held its Eastern Bankshares (EBC) position steady in Q2 2026 at 92,488 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #90.

Northeast Investment Management first reported a position in EBC in Q2 2021 and has held it in 15 quarters since. 64 funds tracked by Wall St. Rank hold EBC as of Q2 2026.

Northeast Investment Management held 92,488 shares of Eastern Bankshares worth $2.06M as of Q2 2026.
Northeast Investment Management left its Eastern Bankshares share count unchanged in Q2 2026.
Eastern Bankshares made up 0.08% of Northeast Investment Management's portfolio in Q2 2026, its #90 holding.
Northeast Investment Management first reported a position in Eastern Bankshares in Q2 2021 and has held it in 15 quarters since.
64 funds tracked by Wall St. Rank held Eastern Bankshares as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.