Twelve Points Wealth Management LLC
Position in EBC — Eastern Bankshares, Inc.
CIK 1877090
CONCORD, MA
Position in EBC
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$352,392
+$17,814 QoQ
Shares Held
18,016
-0.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Twelve Points Wealth Management LLC holds $2,349,297 across 4 Banks - Regional names. EBC ranks #4 (15.0% of the industry book) .
All Filings in EBC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,392 | 18,016 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $334,578 | 18,154 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||