EB
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Eastern Bank’s Everest Group EG Stock Holding History

Eastern Bank’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$32.9K Hold
90
– – ﹤0.01% 699
2026
Q2 		$32.2K Hold
90
– – ﹤0.01% 690
2026
Q1 		$29.4K Hold
90
– – ﹤0.01% 660
2025
Q4 		$30.5K Hold
90
– – ﹤0.01% 657
2025
Q3 		$31.5K Hold
90
– – ﹤0.01% 642
2025
Q2 		$30.6K Hold
90
– – ﹤0.01% 621
2025
Q1 		$32.7K Hold
90
– – ﹤0.01% 611
2024
Q4 		$32.6K Hold
90
– – ﹤0.01% 620
2024
Q3 		$35.3K Buy
+90
New +$34.3K ﹤0.01% 602

Other funds holding EG

DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Eastern Bank's EG Position: Q3 2026 in Review

Eastern Bank held its Everest Group (EG) position steady in Q3 2026 at 90 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Eastern Bank first reported a position in EG in Q3 2024 and has held it in 9 quarters since. The position peaked at $35.3K in Q3 2024. 21 funds tracked by Wall St. Rank hold EG as of Q3 2026.

  • Eastern Bank held 90 shares of Everest Group worth $32.9K as of Q3 2026.
  • Eastern Bank left its Everest Group share count unchanged in Q3 2026.
  • Everest Group made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #699 holding.
  • Eastern Bank first reported a position in Everest Group in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Everest Group position peaked at $35.3K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held Everest Group as of Q3 2026.

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