Eastern Bank’s Woodside Energy WDS Stock Holding History

Eastern Bank’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$77.5K	Buy	+4,011	New	+$89.4K	﹤0.01%	544
2025 Q4	–	Sell	-34	Closed	-$512	–	1246
2025 Q3	$512	Hold	34	–	–	﹤0.01%	987
2025 Q2	$525	Hold	34	–	–	﹤0.01%	908
2025 Q1	$493	Hold	34	–	–	﹤0.01%	968
2024 Q4	$530	Hold	34	–	–	﹤0.01%	919
2024 Q3	$586	Buy	+34	New	+$603	﹤0.01%	896

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return