GRIMES & Co WEALTH MANAGEMENT, LLC
Position in EBC — Eastern Bankshares, Inc.
CIK 1321993
WESTBOROUGH, MA
Position in EBC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$416,804
-$66,320 QoQ
Shares Held
21,309
-18.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $37,605,712 across 9 Banks - Regional names. EBC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
836,607 | $21,852,174 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
|
120,989 | $6,971,386 | |
| 3 | USB |
US Bancorp De
|
81,423 | $4,234,810 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
24,988 | $1,498,530 | |
| 5 | MTB |
M&T Bank Corp
|
6,090 | $1,258,924 | |
| 6 | TRMK |
Trustmark Corp
|
19,755 | $832,475 | |
| 7 | EBC |
Eastern Bankshares, Inc.
This page
|
21,309 | $416,804 | |
| 8 | ECBK |
ECB Bancorp, Inc. /MD/
|
20,000 | $334,600 |
All Filings in EBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,804 | 21,309 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $483,124 | 26,214 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $270,453 | 14,901 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $226,698 | 14,846 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $246,213 | 15,013 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||