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SOA Wealth Advisors’s Eastern Company EML Stock Holding History

SOA Wealth Advisors’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.1K Hold
936
– – ﹤0.01% 484
2026
Q1 		$18.9K Hold
936
– – ﹤0.01% 506
2025
Q4 		$18.4K Hold
936
– – ﹤0.01% 514
2025
Q3 		$22K Hold
936
– – ﹤0.01% 501
2025
Q2 		$21.4K Hold
936
– – ﹤0.01% 492
2025
Q1 		$23.7K Hold
936
– – ﹤0.01% 445
2024
Q4 		$24.8K Hold
936
– – ﹤0.01% 424
2024
Q3 		$30.4K Hold
936
– – 0.01% 389
2024
Q2 		$23.8K Hold
936
– – ﹤0.01% 417
2024
Q1 		$31.9K Hold
936
– – 0.01% 366
2023
Q4 		$20.6K Hold
936
– – ﹤0.01% 425
2023
Q3 		$17K Hold
936
– – ﹤0.01% 450
2023
Q2 		$16.9K Hold
936
– – ﹤0.01% 457
2023
Q1 		$18.2K Hold
936
– – ﹤0.01% 440
2022
Q4 		$18K Hold
936
– – ﹤0.01% 423
2022
Q3 		$16K Hold
936
– – ﹤0.01% 423
2022
Q2 		$19K Hold
936
– – 0.01% 389
2022
Q1 		$21K Hold
936
– – 0.01% 457
2021
Q4 		$23K Hold
936
– – 0.01% 421
2021
Q3 		$23K Hold
936
– – 0.01% 429
2021
Q2 		$28K Hold
936
– – 0.01% 397
2021
Q1 		$25K Hold
936
– – 0.01% 361
2020
Q4 		$25K Buy
+936
New +$21K 0.01% 359

Other funds holding EML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SOA Wealth Advisors's EML Position: Q2 2026 in Review

SOA Wealth Advisors held its Eastern Company (EML) position steady in Q2 2026 at 936 shares worth $26.1K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

SOA Wealth Advisors first reported a position in EML in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.9K in Q1 2024. 5 funds tracked by Wall St. Rank hold EML as of Q2 2026.

  • SOA Wealth Advisors held 936 shares of Eastern Company worth $26.1K as of Q2 2026.
  • SOA Wealth Advisors left its Eastern Company share count unchanged in Q2 2026.
  • Eastern Company made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #484 holding.
  • SOA Wealth Advisors first reported a position in Eastern Company in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Eastern Company position peaked at $31.9K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Eastern Company as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.