Eastern Bank’s Avista AVA Stock Holding History

Eastern Bank’s Portfolio AVA Stock Details AVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19K	Hold	542	–	–	﹤0.01%	815
2026 Q2	$22.2K	Hold	542	–	–	﹤0.01%	754
2026 Q1	$21.8K	Sell	542 -100	-16%	-$4.04K	﹤0.01%	707
2025 Q4	$24.7K	Hold	642	–	–	﹤0.01%	689
2025 Q3	$24.3K	Hold	642	–	–	﹤0.01%	686
2025 Q2	$24.4K	Sell	642 -1,100	-63%	-$43.4K	﹤0.01%	653
2025 Q1	$72.9K	Sell	1,742 -100	-5%	-$3.79K	﹤0.01%	502
2024 Q4	$67.5K	Buy	1,842 +1,392	+309%	+$52.3K	﹤0.01%	530
2024 Q3	$17.4K	Buy	+450	New	+$17K	﹤0.01%	698

Other funds holding AVA

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Eastern Bank's AVA Position: Q3 2026 in Review

Eastern Bank held its Avista (AVA) position steady in Q3 2026 at 542 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Eastern Bank first reported a position in AVA in Q3 2024 and has held it in 9 quarters since. The position peaked at $72.9K in Q1 2025. 11 funds tracked by Wall St. Rank hold AVA as of Q3 2026.

Eastern Bank held 542 shares of Avista worth $19K as of Q3 2026.
Eastern Bank left its Avista share count unchanged in Q3 2026.
Avista made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #815 holding.
Eastern Bank first reported a position in Avista in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's Avista position peaked at $72.9K in Q1 2025.
11 funds tracked by Wall St. Rank held Avista as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.