Eastern Bank
UPWK icon

Eastern Bank’s Upwork UPWK Stock Holding History

Eastern Bank’s Portfolio UPWK Stock Details UPWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$816 Hold
100
– – ﹤0.01% 1074
2026
Q2 		$836 Hold
100
– – ﹤0.01% 1002
2026
Q1 		$1.1K Hold
100
– – ﹤0.01% 1032
2025
Q4 		$1.98K Hold
100
– – ﹤0.01% 1026
2025
Q3 		$1.86K Hold
100
– – ﹤0.01% 957
2025
Q2 		$1.34K Hold
100
– – ﹤0.01% 888
2025
Q1 		$1.3K Hold
100
– – ﹤0.01% 944
2024
Q4 		$1.64K Hold
100
– – ﹤0.01% 901
2024
Q3 		$1.04K Buy
+100
New +$1.04K ﹤0.01% 888

Other funds holding UPWK

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Eastern Bank's UPWK Position: Q3 2026 in Review

Eastern Bank held its Upwork (UPWK) position steady in Q3 2026 at 100 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Eastern Bank first reported a position in UPWK in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.98K in Q4 2025. 16 funds tracked by Wall St. Rank hold UPWK as of Q3 2026.

  • Eastern Bank held 100 shares of Upwork worth $816 as of Q3 2026.
  • Eastern Bank left its Upwork share count unchanged in Q3 2026.
  • Upwork made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #1074 holding.
  • Eastern Bank first reported a position in Upwork in Q3 2024 and has held it in 9 quarters since.
  • Eastern Bank's Upwork position peaked at $1.98K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Upwork as of Q3 2026.

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