Eastern Bank’s Workiva WK Stock Holding History

Eastern Bank’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-170	Closed	-$10.1K	–	1191
2026 Q1	$10.1K	Hold	170	–	–	﹤0.01%	848
2025 Q4	$14.7K	Buy	+170	New	+$15.1K	﹤0.01%	789

Other funds holding WK

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KPP

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Eastern Bank's WK Position: Q2 2026 in Review

Eastern Bank sold out of Workiva (WK) in Q2 2026, closing a stake of 170 shares — an estimated $10.1K sold.

Eastern Bank first reported a position in WK in Q4 2025 and held it in 2 quarters. The position peaked at $14.7K in Q4 2025. 24 funds tracked by Wall St. Rank hold WK as of Q2 2026.

Eastern Bank reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
Eastern Bank sold 170 Workiva shares in Q2 2026, an estimated $10.1K.
Eastern Bank first reported a position in Workiva in Q4 2025 and held it in 2 quarters.
Eastern Bank's Workiva position peaked at $14.7K in Q4 2025.
24 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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