PVG Asset Management
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PVG Asset Management’s Eastern Bankshares EBC Stock Holding History

PVG Asset Management’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1M Sell
52,562
-19
-0% -$426 0.75% 40
2026
Q2 		$1.17M Hold
52,581
– – 0.68% 51
2026
Q1 		$1.07M Buy
+52,581
New +$1.05M 0.63% 52

Other funds holding EBC

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Northeast Investment Management
Northeast Investment Management Boston, Massachusetts $2.79B AUM 21.78% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

PVG Asset Management's EBC Position: Q3 2026 in Review

PVG Asset Management reduced its Eastern Bankshares (EBC) stake by 0.04% in Q3 2026, selling an estimated $426 and leaving 52,562 shares worth $1.1M. The position accounts for 0.75% of the portfolio, ranked #40.

PVG Asset Management first reported a position in EBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.17M in Q2 2026. 79 funds tracked by Wall St. Rank hold EBC as of Q3 2026.

  • PVG Asset Management held 52,562 shares of Eastern Bankshares worth $1.1M as of Q3 2026.
  • PVG Asset Management sold 19 Eastern Bankshares shares in Q3 2026, an estimated $426.
  • Eastern Bankshares made up 0.75% of PVG Asset Management's portfolio in Q3 2026, its #40 holding.
  • PVG Asset Management first reported a position in Eastern Bankshares in Q1 2026 and has held it in 3 quarters since.
  • PVG Asset Management's Eastern Bankshares position peaked at $1.17M in Q2 2026.
  • 79 funds tracked by Wall St. Rank held Eastern Bankshares as of Q3 2026.

Based on PVG Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.