Eastern Bank’s iShares Select Dividend ETF DVY Stock Holding History

Eastern Bank’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18M	Sell	7,753 -71	-0.9%	-$11.4K	0.02%	190
2026 Q2	$1.22M	Sell	7,824 -806	-9%	-$124K	0.02%	190
2026 Q1	$1.31M	Sell	8,630 -179	-2%	-$27K	0.02%	191
2025 Q4	$1.24M	Buy	8,809 +2,288	+35%	+$323K	0.02%	184
2025 Q3	$927K	Hold	6,521	–	–	0.02%	198
2025 Q2	$866K	Sell	6,521 -740	-10%	-$95.8K	0.02%	200
2025 Q1	$975K	Sell	7,261 -327	-4%	-$43.8K	0.02%	206
2024 Q4	$996K	Hold	7,588	–	–	0.02%	210
2024 Q3	$1.02M	Buy	+7,588	New	+$981K	0.02%	225

Other funds holding DVY

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

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

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Eastern Bank's DVY Position: Q3 2026 in Review

Eastern Bank reduced its iShares Select Dividend ETF (DVY) stake by 0.91% in Q3 2026, selling an estimated $11.4K and leaving 7,753 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #190.

Eastern Bank first reported a position in DVY in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q1 2026. 72 funds tracked by Wall St. Rank hold DVY as of Q3 2026.

Eastern Bank held 7,753 shares of iShares Select Dividend ETF worth $1.18M as of Q3 2026.
Eastern Bank sold 71 iShares Select Dividend ETF shares in Q3 2026, an estimated $11.4K.
iShares Select Dividend ETF made up 0.02% of Eastern Bank's portfolio in Q3 2026, its #190 holding.
Eastern Bank first reported a position in iShares Select Dividend ETF in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's iShares Select Dividend ETF position peaked at $1.31M in Q1 2026.
72 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q3 2026.

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