Eastern Bank’s Invesco Large Cap Value ETF PWV Stock Holding History

Eastern Bank’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$130K	Hold	1,710	–	–	﹤0.01%	465
2026 Q2	$130K	Hold	1,710	–	–	﹤0.01%	456
2026 Q1	$119K	Hold	1,710	–	–	﹤0.01%	444
2025 Q4	$114K	Hold	1,710	–	–	﹤0.01%	444
2025 Q3	$112K	Hold	1,710	–	–	﹤0.01%	447
2025 Q2	$106K	Hold	1,710	–	–	﹤0.01%	445
2025 Q1	$102K	Hold	1,710	–	–	﹤0.01%	452
2024 Q4	$97.3K	Hold	1,710	–	–	﹤0.01%	476
2024 Q3	$99.7K	Buy	+1,710	New	+$97.4K	﹤0.01%	464

Other funds holding PWV

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Eastern Bank's PWV Position: Q3 2026 in Review

Eastern Bank held its Invesco Large Cap Value ETF (PWV) position steady in Q3 2026 at 1,710 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Eastern Bank first reported a position in PWV in Q3 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold PWV as of Q3 2026.

Eastern Bank held 1,710 shares of Invesco Large Cap Value ETF worth $130K as of Q3 2026.
Eastern Bank left its Invesco Large Cap Value ETF share count unchanged in Q3 2026.
Invesco Large Cap Value ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #465 holding.
Eastern Bank first reported a position in Invesco Large Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2026.

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