Eastern Bank’s AdvanSix ASIX Stock Holding History

Eastern Bank’s Portfolio ASIX Stock Details ASIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$795	Hold	40	–	–	﹤0.01%	1004
2026 Q1	$976	Hold	40	–	–	﹤0.01%	1035
2025 Q4	$692	Sell	40 -2	-5%	-$35	﹤0.01%	1061
2025 Q3	$814	Hold	42	–	–	﹤0.01%	981
2025 Q2	$998	Hold	42	–	–	﹤0.01%	897
2025 Q1	$951	Hold	42	–	–	﹤0.01%	953
2024 Q4	$1.2K	Buy	42 +2	+5%	+$60	﹤0.01%	905
2024 Q3	$1.22K	Buy	+40	New	+$1.09K	﹤0.01%	882

Other funds holding ASIX

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return