EB
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Eastern Bank’s Worthington Steel WS Stock Holding History

Eastern Bank’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.1K Hold
2,922
– – ﹤0.01% 511
2026
Q1 		$88.7K Hold
2,922
– – ﹤0.01% 483
2025
Q4 		$101K Hold
2,922
– – ﹤0.01% 460
2025
Q3 		$88.8K Hold
2,922
– – ﹤0.01% 468
2025
Q2 		$87.2K Hold
2,922
– – ﹤0.01% 465
2025
Q1 		$74K Hold
2,922
– – ﹤0.01% 496
2024
Q4 		$93K Hold
2,922
– – ﹤0.01% 483
2024
Q3 		$99.4K Buy
+2,922
New +$100K ﹤0.01% 465

Other funds holding WS

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return