Eastern Bank’s United Bankshares UBSI Stock Holding History

Eastern Bank’s Portfolio UBSI Stock Details UBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$111K	Sell	2,412 -1,490	-38%	-$70.7K	﹤0.01%	503
2026 Q2	$179K	Hold	3,902	–	–	﹤0.01%	404
2026 Q1	$162K	Sell	3,902 -872	-18%	-$36.3K	﹤0.01%	397
2025 Q4	$183K	Sell	4,774 -563	-11%	-$21K	﹤0.01%	375
2025 Q3	$199K	Hold	5,337	–	–	﹤0.01%	353
2025 Q2	$194K	Hold	5,337	–	–	﹤0.01%	357
2025 Q1	$185K	Buy	+5,337	New	+$196K	﹤0.01%	366

Other funds holding UBSI

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

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

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

Eastern Bank's UBSI Position: Q3 2026 in Review

Eastern Bank reduced its United Bankshares (UBSI) stake by 38% in Q3 2026, selling an estimated $70.7K and leaving 2,412 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Eastern Bank first reported a position in UBSI in Q1 2025 and has held it in 7 quarters since. The position peaked at $199K in Q3 2025. 14 funds tracked by Wall St. Rank hold UBSI as of Q3 2026.

Eastern Bank held 2,412 shares of United Bankshares worth $111K as of Q3 2026.
Eastern Bank sold 1,490 United Bankshares shares in Q3 2026, an estimated $70.7K.
United Bankshares made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #503 holding.
Eastern Bank first reported a position in United Bankshares in Q1 2025 and has held it in 7 quarters since.
Eastern Bank's United Bankshares position peaked at $199K in Q3 2025.
14 funds tracked by Wall St. Rank held United Bankshares as of Q3 2026.

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