BARRETT & COMPANY, INC. EBC — EASTERN BANKSHARES INC

Ownership history in BARRETT & COMPANY, INC.  ·  7 quarters on record

AI Ownership Summary

BARRETT & COMPANY, INC. reported EASTERN BANKSHARES INC (EBC) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows EBC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARRETT & COMPANY, INC.'s position in EASTERN BANKSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

EBC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EBC stock page BARRETT & COMPANY, INC. fund profile BARRETT & COMPANY, INC. full holdings
How BARRETT & COMPANY, INC. held EBC — position size vs. price
% of Fund (quarterly)    EBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 13,545 — 0% 0.08% $283K 2026-10-22 $22.11
2026 Q2 UNCHANGED — — — 13,545 — 0% 0.08% $301K 2026-07-24 $22.77
2026 Q1 UNCHANGED — — — 13,545 — 0% 0.09% $265K 2026-05-04 $19.64
2025 Q4 ADDED — — — 13,545 +5,369 +65.7% 0.08% $250K 2026-01-28 $19.52
2025 Q3 UNCHANGED — — — 8,176 — 0% 0.05% $152K 2025-10-31 $17.05
2025 Q2 UNCHANGED — — — 8,176 — 0% 0.05% $125K 2025-07-21 $15.60
2025 Q1 INITIATED — — — 8,176 — — 0.06% $134K 2025-04-21 $13.97

🏢 Other funds also holding EBC

As of 2026 Q3 — sorted by position size

PVG ASSET MANAGEMENT CORP 3Y 7Y 0.75% Teza Capital Management LLC 3Y 7Y 0.49% EASTERN BANK 3Y 7Y 0.46% Sippican Capital Advisors 3Y 7Y 0.46% Alliance Private Wealth, LLC 0.22% Harbor Group, Inc. 3Y 0.12% SeaCrest Wealth Management, LLC 3Y 7Y 0.11% LYNCH & ASSOCIATES/IN 3Y 7Y 0.1% Beaumont Financial Advisors, LLC 3Y 0.09% MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 0.07%

FAQ About BARRETT & COMPANY, INC. and EBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARRETT & COMPANY, INC. reported owning EBC?

BARRETT & COMPANY, INC. reported EBC across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported EBC position in BARRETT & COMPANY, INC.'s portfolio?

The largest reported portfolio weight for EBC was 0.09% in 2026 Q1.

What is the latest reported EBC position on this page?

The most recent filing on this page is 2026 Q3, when BARRETT & COMPANY, INC. reported 13,545 shares, equal to 0.08% of portfolio, with an estimated market value of $283K.

What does the chart on this EBC ownership page compare?

The chart compares BARRETT & COMPANY, INC.'s quarterly EBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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