Eastern Bank’s Moelis & Co MC Stock Holding History

Eastern Bank’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-171	Closed	-$9.75K	–	1131
2026 Q1	$9.75K	Hold	171	–	–	﹤0.01%	854
2025 Q4	$11.8K	Buy	+171	New	+$11.4K	﹤0.01%	849

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Eastern Bank's MC Position: Q2 2026 in Review

Eastern Bank sold out of Moelis & Co (MC) in Q2 2026, closing a stake of 171 shares — an estimated $9.75K sold.

Eastern Bank first reported a position in MC in Q4 2025 and held it in 2 quarters. The position peaked at $11.8K in Q4 2025. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

Eastern Bank reported no remaining Moelis & Co position as of Q2 2026 after selling out during the quarter.
Eastern Bank sold 171 Moelis & Co shares in Q2 2026, an estimated $9.75K.
Eastern Bank first reported a position in Moelis & Co in Q4 2025 and held it in 2 quarters.
Eastern Bank's Moelis & Co position peaked at $11.8K in Q4 2025.
394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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