BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in EBC — Eastern Bankshares, Inc.
CIK 911274
CANTON, OH
Position in EBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$203,095
-$827,825 QoQ
Shares Held
9,132
-83.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 321 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $27,020,699 across 27 Banks - Regional names. EBC ranks #26 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMNB |
Farmers National Banc Corp /Oh/
|
361,330 | $5,275,418 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
277,169 | $4,914,206 | |
| 3 | CIVB |
Civista Bancshares, Inc.
|
156,384 | $4,413,156 | |
| 4 | FITB |
Fifth Third Bancorp
|
29,430 | $1,658,969 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
5,882 | $1,448,266 | |
| 6 | KEY |
Keycorp /New/
|
57,709 | $1,330,192 | |
| 7 | TFC |
Truist Financial Corp
|
18,289 | $911,157 | |
| 8 | PDLB |
Ponce Financial Group, Inc.
|
40,535 | $808,267 |
All Filings in EBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,095 | 9,132 | Shares | Sole | 2026-07-29 | |
| 2025-09-30 | $1,030,920 | 56,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $867,336 | 56,800 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $944,640 | 57,600 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,021,200 | 59,200 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,068,628 | 65,200 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $911,496 | 65,200 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $932,906 | 67,700 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,018,140 | 71,700 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $899,118 | 71,700 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $879,759 | 71,700 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $906,153 | 71,803 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,238,601 | 71,803 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,410,210 | 71,803 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,343,943 | 72,803 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,587,498 | 73,700 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,536,954 | 76,200 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,987,370 | 97,900 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,987,062 | 96,600 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,878,846 | 97,400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,588,594 | 97,400 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||