Eastern Bank’s NIO NIO Stock Holding History

Eastern Bank’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.69K	Hold	494	–	–	﹤0.01%	1045
2026 Q2	$2.5K	Buy	494 +338	+217%	+$1.97K	﹤0.01%	965
2026 Q1	$941	Hold	156	–	–	﹤0.01%	1037
2025 Q4	$796	Hold	156	–	–	﹤0.01%	1056
2025 Q3	$1.19K	Hold	156	–	–	﹤0.01%	973
2025 Q2	$535	Hold	156	–	–	﹤0.01%	907
2025 Q1	$594	Hold	156	–	–	﹤0.01%	965
2024 Q4	$680	Hold	156	–	–	﹤0.01%	914
2024 Q3	$1.04K	Buy	+156	New	+$717	﹤0.01%	889

Other funds holding NIO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Eastern Bank's NIO Position: Q3 2026 in Review

Eastern Bank held its NIO (NIO) position steady in Q3 2026 at 494 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Eastern Bank first reported a position in NIO in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.5K in Q2 2026. 58 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Eastern Bank held 494 shares of NIO worth $1.69K as of Q3 2026.
Eastern Bank left its NIO share count unchanged in Q3 2026.
NIO made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #1045 holding.
Eastern Bank first reported a position in NIO in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's NIO position peaked at $2.5K in Q2 2026.
58 funds tracked by Wall St. Rank held NIO as of Q3 2026.

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