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 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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return