EB
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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
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Eastern Bank's OZ Position: Q2 2026 in Review

Eastern Bank held its Belpointe PREP (OZ) position steady in Q2 2026 at 593 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Eastern Bank first reported a position in OZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.9K in Q4 2024. 43 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Eastern Bank held 593 shares of Belpointe PREP worth $26.9K as of Q2 2026.
  • Eastern Bank left its Belpointe PREP share count unchanged in Q2 2026.
  • Belpointe PREP made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #718 holding.
  • Eastern Bank first reported a position in Belpointe PREP in Q3 2024 and has held it in 8 quarters since.
  • Eastern Bank's Belpointe PREP position peaked at $45.9K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

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