Eastern Bank
OZ icon

Eastern Bank’s Belpointe PREP OZ Stock Holding History

Eastern Bank’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$24.3K Hold
593
– – ﹤0.01% 764
2026
Q2 		$26.9K Hold
593
– – ﹤0.01% 718
2026
Q1 		$31.5K Hold
593
– – ﹤0.01% 649
2025
Q4 		$38.6K Hold
593
– – ﹤0.01% 621
2025
Q3 		$38K Hold
593
– – ﹤0.01% 608
2025
Q2 		$38.6K Hold
593
– – ﹤0.01% 587
2025
Q1 		$38.2K Hold
593
– – ﹤0.01% 580
2024
Q4 		$45.9K Hold
593
– – ﹤0.01% 579
2024
Q3 		$40.9K Buy
+593
New +$38.7K ﹤0.01% 579

Other funds holding OZ

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
United Asset Strategies
United Asset Strategies Garden City, New York $1.46B AUM 24.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Keystone Wealth Services
Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Innovative Advisory Group
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Eastern Bank's OZ Position: Q3 2026 in Review

Eastern Bank held its Belpointe PREP (OZ) position steady in Q3 2026 at 593 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Eastern Bank first reported a position in OZ in Q3 2024 and has held it in 9 quarters since. The position peaked at $45.9K in Q4 2024. 21 funds tracked by Wall St. Rank hold OZ as of Q3 2026.

  • Eastern Bank held 593 shares of Belpointe PREP worth $24.3K as of Q3 2026.
  • Eastern Bank left its Belpointe PREP share count unchanged in Q3 2026.
  • Belpointe PREP made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #764 holding.
  • Eastern Bank first reported a position in Belpointe PREP in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Belpointe PREP position peaked at $45.9K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Belpointe PREP as of Q3 2026.

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