Eastern Bank
ELV icon

Eastern Bank’s Elevance Health ELV Stock Holding History

Eastern Bank’s Portfolio ELV Stock Details ELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$143K Buy
369
+88
+31% +$35.1K ﹤0.01% 454
2026
Q2 		$109K Buy
+281
New +$104K ﹤0.01% 494
2025
Q2 		– Sell
-52
Closed -$22.6K – 962
2025
Q1 		$22.6K Hold
52
– – ﹤0.01% 670
2024
Q4 		$19.2K Sell
52
-7
-12% -$2.93K ﹤0.01% 700
2024
Q3 		$30.7K Buy
+59
New +$31.5K ﹤0.01% 620

Other funds holding ELV

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Eastern Bank's ELV Position: Q3 2026 in Review

Eastern Bank increased its Elevance Health (ELV) stake by 31% in Q3 2026, buying an estimated $35.1K and bringing the position to 369 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Eastern Bank first reported a position in ELV in Q3 2024 and has held it in 5 quarters since. 1,031 funds tracked by Wall St. Rank hold ELV as of Q3 2026.

  • Eastern Bank held 369 shares of Elevance Health worth $143K as of Q3 2026.
  • Eastern Bank bought 88 Elevance Health shares in Q3 2026, an estimated $35.1K.
  • Elevance Health made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #454 holding.
  • Eastern Bank first reported a position in Elevance Health in Q3 2024 and has held it in 5 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Elevance Health as of Q3 2026.

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