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S&CO Inc’s Eastern Bankshares EBC Stock Holding History

S&CO Inc’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
Q1 		$358K Hold
18,305
– – 0.02% 177
2025
Q4 		$337K Hold
18,305
– – 0.02% 186
2025
Q3 		$332K Hold
18,305
– – 0.02% 193
2025
Q2 		$279K Hold
18,305
– – 0.02% 197
2025
Q1 		$300K Sell
18,305
-145
-0.8% -$2.52K 0.02% 192
2024
Q4 		$318K Hold
18,450
– – 0.02% 180
2024
Q3 		$302K Buy
+18,450
New +$292K 0.02% 190

Other funds holding EBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

S&CO Inc's EBC Position: Q1 2026 in Review

S&CO Inc held its Eastern Bankshares (EBC) position steady in Q1 2026 at 18,305 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #177.

S&CO Inc first reported a position in EBC in Q3 2024 and has held it in 7 quarters since. 298 funds tracked by Wall St. Rank hold EBC as of Q1 2026.

  • S&CO Inc held 18,305 shares of Eastern Bankshares worth $358K as of Q1 2026.
  • S&CO Inc left its Eastern Bankshares share count unchanged in Q1 2026.
  • Eastern Bankshares made up 0.02% of S&CO Inc's portfolio in Q1 2026, its #177 holding.
  • S&CO Inc first reported a position in Eastern Bankshares in Q3 2024 and has held it in 7 quarters since.
  • 298 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.