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Eastern Bank’s Coda Octopus Group CODA Stock Holding History

Eastern Bank’s Portfolio CODA Stock Details CODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$11 – 1064
2026
Q1 		$11 Hold
1
– – ﹤0.01% 1068
2025
Q4 		$9 Hold
1
– – ﹤0.01% 1166
2025
Q3 		$8 Hold
1
– – ﹤0.01% 1009
2025
Q2 		$8 Hold
1
– – ﹤0.01% 927
2025
Q1 		$6 Hold
1
– – ﹤0.01% 985
2024
Q4 		$8 Hold
1
– – ﹤0.01% 936
2024
Q3 		$7 Buy
+1
New +$7 ﹤0.01% 917

Other funds holding CODA

NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AWA
Acumen Wealth Advisors Chattanooga, Tennessee $472M AUM

Eastern Bank's CODA Position: Q2 2026 in Review

Eastern Bank sold out of Coda Octopus Group (CODA) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

Eastern Bank first reported a position in CODA in Q3 2024 and held it in 7 quarters. The position peaked at $11 in Q1 2026. 12 funds tracked by Wall St. Rank hold CODA as of Q2 2026.

  • Eastern Bank reported no remaining Coda Octopus Group position as of Q2 2026 after selling out during the quarter.
  • Eastern Bank sold 1 Coda Octopus Group share in Q2 2026, an estimated $11.
  • Eastern Bank first reported a position in Coda Octopus Group in Q3 2024 and held it in 7 quarters.
  • Eastern Bank's Coda Octopus Group position peaked at $11 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Coda Octopus Group as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.