Mayflower Financial Advisors, LLC EBC EASTERN BANKSHARES INC

Ownership history in Mayflower Financial Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Mayflower Financial Advisors, LLC reported EASTERN BANKSHARES INC (EBC) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows EBC at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mayflower Financial Advisors, LLC'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 Q2

EBC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 Q3 to 2026 Q2

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.

How Mayflower Financial Advisors, LLC 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 14,510 +2 +0.0% 0.03% $323K 2026-07-09 $22.18
2026 Q1 ADDED 14,508 +10 +0.1% 0.03% $284K 2026-04-23 $20.51
2025 Q4 ADDED 14,498 +3,065 +26.8% 0.03% $267K 2026-01-13 $18.95
2025 Q3 ADDED 11,433 +1,201 +11.7% 0.03% $208K 2025-10-17 $17.92
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Mayflower Financial Advisors, LLC and EBC

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

How long has Mayflower Financial Advisors, LLC reported owning EBC?

Mayflower Financial Advisors, LLC reported EBC across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported EBC position in Mayflower Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for EBC was 0.03% in 2026 Q1.

What is the latest reported EBC position on this page?

The most recent filing on this page is 2026 Q2, when Mayflower Financial Advisors, LLC reported 14,510 shares, equal to 0.03% of portfolio, with an estimated market value of $323K.

What does the chart on this EBC ownership page compare?

The chart compares Mayflower Financial Advisors, LLC'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.

How well did Mayflower Financial Advisors, LLC time their EBC position?

Based on 13F filing dates vs. subsequent EBC price moves, Mayflower Financial Advisors, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on EBC relative to SPY over the holding period was +6177.3%.

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