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Eastern Bank’s Exelon EXC Stock Holding History

Eastern Bank’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.6K Hold
559
– – ﹤0.01% 778
2026
Q2 		$26.1K Buy
+559
New +$25.9K ﹤0.01% 724
2026
Q1 		– Sell
-3
Closed -$131 – 1129
2025
Q4 		$131 Buy
+3
New +$137 ﹤0.01% 1139
2013
Q4 		– Sell
-10,232
Closed -$216K – 196
2013
Q3 		$216K Sell
10,232
-1,957
-16% -$42.8K 0.02% 200
2013
Q2 		$268K Buy
+12,189
New +$296K 0.02% 172

Other funds holding EXC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Eastern Bank's EXC Position: Q3 2026 in Review

Eastern Bank held its Exelon (EXC) position steady in Q3 2026 at 559 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Eastern Bank first reported a position in EXC in Q2 2013 and has held it in 5 quarters since. The position peaked at $268K in Q2 2013. 45 funds tracked by Wall St. Rank hold EXC as of Q3 2026.

  • Eastern Bank held 559 shares of Exelon worth $22.6K as of Q3 2026.
  • Eastern Bank left its Exelon share count unchanged in Q3 2026.
  • Exelon made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #778 holding.
  • Eastern Bank first reported a position in Exelon in Q2 2013 and has held it in 5 quarters since.
  • Eastern Bank's Exelon position peaked at $268K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Exelon as of Q3 2026.

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