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Eastern Bank’s Sweetgreen SG Stock Holding History

Eastern Bank’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
25,224
+5,693
+29% +$43.5K ﹤0.01% 376
2026
Q1 		$101K Buy
19,531
+10,751
+122% +$65.4K ﹤0.01% 465
2025
Q4 		$59.4K Buy
8,780
+6,107
+228% +$42K ﹤0.01% 541
2025
Q3 		$21.3K Buy
+2,673
New +$29.1K ﹤0.01% 712

Other funds holding SG

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Eastern Bank's SG Position: Q2 2026 in Review

Eastern Bank increased its Sweetgreen (SG) stake by 29% in Q2 2026, buying an estimated $43.5K and bringing the position to 25,224 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Eastern Bank first reported a position in SG in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • Eastern Bank held 25,224 shares of Sweetgreen worth $222K as of Q2 2026.
  • Eastern Bank bought 5,693 Sweetgreen shares in Q2 2026, an estimated $43.5K.
  • Sweetgreen made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #376 holding.
  • Eastern Bank first reported a position in Sweetgreen in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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