Eastern Bank
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Eastern Bank’s Southern Company SO Stock Holding History

Eastern Bank’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.24M Hold
51,165
– – 0.06% 115
2026
Q2 		$4.9M Sell
51,165
-20
-0% -$1.88K 0.08% 119
2026
Q1 		$4.94M Sell
51,185
-69
-0.1% -$6.38K 0.08% 126
2025
Q4 		$4.47M Buy
51,254
+37,245
+266% +$3.4M 0.08% 112
2025
Q3 		$1.33M Buy
14,009
+6,420
+85% +$599K 0.02% 174
2025
Q2 		$697K Sell
7,589
-131
-2% -$11.8K 0.01% 217
2025
Q1 		$710K Buy
7,720
+650
+9% +$56.3K 0.01% 236
2024
Q4 		$582K Sell
7,070
-250
-3% -$21.9K 0.01% 258
2024
Q3 		$660K Buy
+7,320
New +$625K 0.01% 259
2017
Q4 		– Sell
-5,614
Closed -$276K – 209
2017
Q3 		$276K Sell
5,614
-696
-11% -$33.7K 0.02% 179
2017
Q2 		$301K Hold
6,310
– – 0.02% 174
2017
Q1 		$314K Hold
6,310
– – 0.02% 169
2016
Q4 		$310K Hold
6,310
– – 0.02% 164
2016
Q3 		$324K Sell
6,310
-716
-10% -$37.7K 0.03% 160
2016
Q2 		$377K Buy
7,026
+193
+3% +$9.7K 0.03% 151
2016
Q1 		$354K Sell
6,833
-355
-5% -$17.3K 0.03% 155
2015
Q4 		$336K Sell
7,188
-879
-11% -$39.8K 0.03% 159
2015
Q3 		$361K Buy
8,067
+355
+5% +$15.6K 0.03% 157
2015
Q2 		$323K Sell
7,712
-494
-6% -$21.5K 0.03% 164
2015
Q1 		$364K Sell
8,206
-108
-1% -$5.13K 0.03% 157
2014
Q4 		$408K Buy
8,314
+432
+5% +$20.4K 0.03% 156
2014
Q3 		$344K Hold
7,882
– – 0.03% 163
2014
Q2 		$358K Hold
7,882
– – 0.03% 157
2014
Q1 		$346K Sell
7,882
-5,133
-39% -$215K 0.03% 158
2013
Q4 		$535K Sell
13,015
-1,240
-9% -$51.2K 0.05% 131
2013
Q3 		$588K Sell
14,255
-1,821
-11% -$78.4K 0.05% 136
2013
Q2 		$709K Buy
+16,076
New +$739K 0.07% 122

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Eastern Bank's SO Position: Q3 2026 in Review

Eastern Bank held its Southern Company (SO) position steady in Q3 2026 at 51,165 shares worth $4.24M. The position accounts for 0.06% of the portfolio, ranked #115.

Eastern Bank first reported a position in SO in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.94M in Q1 2026. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Eastern Bank held 51,165 shares of Southern Company worth $4.24M as of Q3 2026.
  • Eastern Bank left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.06% of Eastern Bank's portfolio in Q3 2026, its #115 holding.
  • Eastern Bank first reported a position in Southern Company in Q2 2013 and has held it in 27 quarters since.
  • Eastern Bank's Southern Company position peaked at $4.94M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

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