Twelve Points Wealth Management LLC
Position in EBC — Eastern Bankshares, Inc.
CIK 1877090
CONCORD, MA
Position in EBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$332,109
-$20,283 QoQ
Shares Held
14,933
-17.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#197
of 325 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Twelve Points Wealth Management LLC holds $2,540,557 across 4 Banks - Regional names. EBC ranks #4 (13.1% of the industry book) .
All Filings in EBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,109 | 14,933 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||