Position in EBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,303,352
+$160,872 QoQ
Shares Held
58,604
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#112
of 321 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $16,077,002 across 14 Banks - Regional names. EBC ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
167,942 | $4,062,516 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
10,211 | $2,514,152 | |
| 3 | MTB |
M&T Bank Corp
|
6,263 | $1,490,656 | |
| 4 | WBS |
Webster Financial Corp
|
17,900 | $1,367,918 | |
| 5 | EBC |
Eastern Bankshares, Inc.
This page
|
58,604 | $1,303,352 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
34,246 | $1,156,144 | |
| 7 | TFC |
Truist Financial Corp
|
17,395 | $866,618 | |
| 8 | KEY |
Keycorp /New/
|
32,664 | $752,905 |
All Filings in EBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,303,352 | 58,604 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,142,480 | 58,409 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,097,893 | 59,571 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,162,725 | 64,062 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,073,771 | 70,319 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,171,829 | 71,453 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,232,978 | 71,477 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,265,766 | 77,228 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,089,559 | 77,937 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,067,881 | 77,495 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,119,883 | 78,865 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,103,457 | 87,995 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,140,852 | 92,979 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,214,220 | 96,214 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,650,756 | 95,696 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,908,713 | 97,185 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,590,790 | 86,175 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,816,812 | 84,346 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,701,077 | 84,337 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,814,454 | 89,382 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,854,364 | 90,149 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,738,974 | 90,149 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,470,134 | 90,137 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||