LYNCH & ASSOCIATES/IN EBC — EASTERN BANKSHARES

Ownership history in LYNCH & ASSOCIATES/IN  ·  23 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported EASTERN BANKSHARES (EBC) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows EBC at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LYNCH & ASSOCIATES/IN's position in EASTERN BANKSHARES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EBC was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EBC stock page LYNCH & ASSOCIATES/IN fund profile LYNCH & ASSOCIATES/IN full holdings
How LYNCH & ASSOCIATES/IN held EBC — position size vs. price
% of Fund (quarterly)    EBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 32,000 -3,000 -8.6% 0.12% $712K 2026-07-13 $22.27
2026 Q1 UNCHANGED — — — 35,000 — 0% 0.13% $685K 2026-04-08 $20.55
2025 Q4 UNCHANGED — — — 35,000 — 0% 0.12% $645K 2026-01-07 $19.11
2025 Q3 UNCHANGED — — — 35,000 — 0% 0.12% $635K 2025-10-07 $18.34
2025 Q2 UNCHANGED — — — 35,000 — 0% 0.11% $534K 2025-07-15 $15.17
2025 Q1 UNCHANGED — — — 35,000 — 0% 0.12% $574K 2025-04-17 $14.18
2024 Q4 UNCHANGED — — — 35,000 — 0% 0.13% $604K 2025-01-10 $15.88
2024 Q3 UNCHANGED — — — 35,000 — 0% 0.12% $574K 2024-10-15 $16.06
2024 Q2 UNCHANGED — — — 35,000 — 0% 0.11% $489K 2024-08-06 $14.15
2024 Q1 REDUCED — — — 35,000 -1,000 -2.8% 0.11% $482K 2024-04-09 $12.50
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EBC

As of 2026 Q2 — sorted by position size

PVG ASSET MANAGEMENT CORP 3Y 7Y 0.68% EASTERN BANK 3Y 7Y 0.5% Sandy Cove Advisors, LLC 3Y 0.33% Alliance Private Wealth, LLC 0.24% SeaCrest Wealth Management, LLC 3Y 7Y 0.11% 1620 INVESTMENT ADVISORS, INC. 3Y 0.1% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.05% ROCKLAND TRUST CO 3Y 7Y 0.03% Kennebec Savings Bank 0.03% Sachetta, LLC 0.03%

FAQ About LYNCH & ASSOCIATES/IN and EBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has LYNCH & ASSOCIATES/IN reported owning EBC?

LYNCH & ASSOCIATES/IN reported EBC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EBC position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for EBC was 0.13% in 2024 Q4.

What is the latest reported EBC position on this page?

The most recent filing on this page is 2026 Q2, when LYNCH & ASSOCIATES/IN reported 32,000 shares, equal to 0.12% of portfolio, with an estimated market value of $712K.

What does the chart on this EBC ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN's quarterly EBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LYNCH & ASSOCIATES/IN time their EBC position?

Based on 13F filing dates vs. subsequent EBC price moves, LYNCH & ASSOCIATES/IN correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on EBC relative to SPY over the holding period was -5.2%.

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