Roundview Capital LLC

Position in EBC — Eastern Bankshares, Inc.

CIK 1476804 PRINCETON, NJ

Position in EBC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$209,878

+$7,902 QoQ

Shares Held

9,437

-8.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#224

of 322 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $2,882,927 across 3 Banks - Regional names. EBC ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRN	Princeton Bancorp, Inc.	63,597	$2,413,506
2	PFS	Provident Financial Services Inc	10,979	$259,543
3	EBC	Eastern Bankshares, Inc. This page	9,437	$209,878

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$209,878	9,437	-8.6%	Shares	Sole	2026-07-30
2026-03-31	$201,976	10,326	0.0%	Shares	Sole	2026-05-08
2025-12-31	$190,308	10,326	0.0%	Shares	Sole	2026-02-09
2025-09-30	$187,416	10,326	0.0%	Shares	Sole	2025-11-12
2025-06-30	$157,678	10,326	-22.9%	Shares	Sole	2025-07-23
2025-03-31	$219,710	13,397	0.0%	Shares	Sole	2025-05-06
2024-12-31	$231,098	13,397	0.0%	Shares	Sole	2025-02-12
2024-09-30	$219,576	13,397	0.0%	Shares	Sole	2024-11-14
2024-06-30	$187,290	13,397	0.0%	Shares	Sole	2024-08-09
2024-03-31	$184,610	13,397	0.0%	Shares	Sole	2024-05-06
2023-12-31	$190,237	13,397	0.0%	Shares	Sole	2024-02-12
2023-09-30	$167,998	13,397	0.0%	Shares	Sole	2023-11-13
2023-06-30	$164,381	13,397	0.0%	Shares	Sole	2023-08-09
2023-03-31	$169,070	13,397	0.0%	Shares	Sole	2023-05-09
2022-12-31	$231,098	13,397	-13.8%	Shares	Sole	2023-02-13
2022-09-30	$305,284	15,544	0.0%	Shares	Sole	2022-11-10
2022-06-30	$286,942	15,544	0.0%	Shares	Sole	2022-08-11
2022-03-31	$334,817	15,544	0.0%	Shares	Sole	2022-05-17
2021-12-31	$313,522	15,544	0.0%	Shares	Sole	2022-02-10
2021-09-30	$315,543	15,544	0.0%	Shares	Sole	2021-11-10
2021-06-30	$319,740	15,544	0.0%	Shares	Sole	2021-08-10
2021-03-31	$299,843	15,544	-10.1%	Shares	Sole	2021-05-14
2020-12-31	$281,918	17,285	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.