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Eastern Bank’s Invesco Dividend Achievers ETF PFM Stock Holding History

Eastern Bank’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$697K Buy
12,569
+7,067
+128% +$383K 0.01% 241
2026
Q1 		$281K Buy
5,502
+5,066
+1,162% +$267K ﹤0.01% 333
2025
Q4 		$22.5K Buy
+436
New +$22.3K ﹤0.01% 713

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Eastern Bank's PFM Position: Q2 2026 in Review

Eastern Bank increased its Invesco Dividend Achievers ETF (PFM) stake by 128% in Q2 2026, buying an estimated $383K and bringing the position to 12,569 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #241.

Eastern Bank first reported a position in PFM in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold PFM as of Q2 2026.

  • Eastern Bank held 12,569 shares of Invesco Dividend Achievers ETF worth $697K as of Q2 2026.
  • Eastern Bank bought 7,067 Invesco Dividend Achievers ETF shares in Q2 2026, an estimated $383K.
  • Invesco Dividend Achievers ETF made up 0.01% of Eastern Bank's portfolio in Q2 2026, its #241 holding.
  • Eastern Bank first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2026.

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