EB
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Eastern Bank's ELV Position: Q2 2026 in Review

Eastern Bank opened a new position in Elevance Health (ELV) in Q2 2026: 281 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: Eastern Bank previously reported a position in ELV as recently as Q1 2025.

Eastern Bank first reported a position in ELV in Q3 2024 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold ELV as of Q2 2026.

  • Eastern Bank held 281 shares of Elevance Health worth $109K as of Q2 2026.
  • Elevance Health was a new Eastern Bank position in Q2 2026.
  • Elevance Health made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #494 holding.
  • Eastern Bank first reported a position in Elevance Health in Q3 2024 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Elevance Health as of Q2 2026.

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