PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in EBC — Eastern Bankshares, Inc.
CIK 2145782
WALTHAM, MA
Position in EBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$231,340
+$35,740 QoQ
Shares Held
10,402
+4.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#215
of 321 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names. EBC ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
33,501 | $447,573 | |
| 2 | EBC |
Eastern Bankshares, Inc.
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|
10,402 | $231,340 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
6,155 | $130,055 | |
| 4 | MTB |
M&T Bank Corp
|
501 | $119,243 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
1,030 | $72,172 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 7 | USB |
US Bancorp De
|
625 | $37,750 | |
| 8 | WAL |
Western Alliance Bancorporation
|
132 | $10,850 |
All Filings in EBC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,340 | 10,402 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $195,600 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $184,300 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $181,500 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $152,700 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $164,000 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $172,500 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $163,900 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $139,800 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $137,800 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $142,000 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $125,400 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $122,700 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $126,200 | 10,000 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $172,500 | 10,000 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||