Position in EBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$220,442
+$26,564 QoQ
Shares Held
9,912
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#218
of 321 holders
Holding Since
Sep 2024
8 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, 2026Mascoma Wealth Management LLC holds $310,734 across 8 Banks - Regional names. EBC ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EBC |
Eastern Bankshares, Inc.
This page
|
9,912 | $220,442 | |
| 2 | MTB |
M&T Bank Corp
|
253 | $60,216 | |
| 3 | USB |
US Bancorp De
|
235 | $14,194 | |
| 4 | BHB |
Bar Harbor Bankshares
|
290 | $10,950 | |
| 5 | FITB |
Fifth Third Bancorp
|
41 | $2,311 | |
| 6 | BAP |
Credicorp Ltd
|
4 | $1,558 | |
| 7 | UMBF |
Umb Financial Corp
|
4 | $571 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2 | $492 |
All Filings in EBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,442 | 9,912 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $193,878 | 9,912 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $182,678 | 9,912 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $179,902 | 9,912 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $151,356 | 9,912 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $162,556 | 9,912 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $170,982 | 9,912 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $162,457 | 9,912 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||