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Portfolio (Quarterly) Guide ↗

EASTERN BANK

· CIK 0001126395
13F Portfolio $6.5B AUM 1,466 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 129 New 242 Added 249 Reduced 161 Exited
Page 50 of 52  ·  1,038 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AVB AVALONBAY CMNTYS INC Real Estate 8.0 $2K NEW $188.75 -2.5%
982 SOLID BIOSCIENCES INC 151.0 $2K NEW $9.99
983 OGS ONE GAS INC Utilities 19.0 $1K NEW $77.05 +4.6%
984 AURORA CANNABIS INC 500.0 $1K $2.79
985 MAT MATTEL INC Consumer Cyclical 100.0 $1K $13.88 +9.7%
986 CRVS CORVUS PHARMACEUTICALS INC Healthcare 92.0 $1K NEW $14.93 -2.5%
987 CAG CONAGRA BRANDS INC Consumer Defensive 100.0 $1K -500.0 -83.3% $13.46 +21.3%
988 VTS VITESSE ENERGY INC Energy 79.0 $1K $15.77 +7.8%
989 EFAV ISHARES TR 14.0 $1K -3.0 -17.6% $87.71 +8.1%
990 KTB KONTOOR BRANDS INC Consumer Cyclical 14.0 $1K $83.36 -4.6%
991 AIG AMERICAN INTL GROUP INC Financial Services 15.0 $1K $74.53 +2.8%
992 CRNT CERAGON NETWORKS LTD Technology 427.0 $1K $2.59 -19.9%
993 GAMESTOP CORP NEW 370.0 $1K $2.79
994 ICLN ISHARES TR 50.0 $1K $20.50 -14.0%
995 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 130.0 $1K $7.74 +20.3%
996 DNTH DIANTHUS THERAPEUTICS INC Healthcare 10.0 $975.0 NEW $97.50 +15.1%
997 MGF MFS GOVT MKTS INCOME TR Financial Services 320.0 $918.0 $2.87 -1.4%
998 AI C3 AI INC Technology 100.0 $909.0 $9.09 +7.6%
999 IT GARTNER INC Technology 7.0 $907.0 $129.57 +52.4%
1000 IXJ ISHARES TR 9.0 $885.0 -39.0 -81.2% $98.33 +9.2%
Page 50 of 52  ·  1,038 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Financial Services 15.6%
Healthcare 8.9%
Consumer Cyclical 8.9%
Communication Services 8.3%
Industrials 8.2%
Consumer Defensive 4.9%
Utilities 3.4%
Energy 2.9%
Basic Materials 2.3%