EB
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
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

EWM
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UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return