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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
Q3 		$872K Buy
15,885
+3,316
+26% +$187K 0.01% 218
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Eastern Bank's PFM Position: Q3 2026 in Review

Eastern Bank increased its Invesco Dividend Achievers ETF (PFM) stake by 26% in Q3 2026, buying an estimated $187K and bringing the position to 15,885 shares worth $872K. The position accounts for 0.01% of the portfolio, ranked #218.

Eastern Bank first reported a position in PFM in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold PFM as of Q3 2026.

  • Eastern Bank held 15,885 shares of Invesco Dividend Achievers ETF worth $872K as of Q3 2026.
  • Eastern Bank bought 3,316 Invesco Dividend Achievers ETF shares in Q3 2026, an estimated $187K.
  • Invesco Dividend Achievers ETF made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #218 holding.
  • Eastern Bank first reported a position in Invesco Dividend Achievers ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2026.

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