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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, 2026

Twelve Points Wealth Management LLC holds $2,540,557 across 4 Banks - Regional names. EBC ranks #4 (13.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 EBC
Eastern Bankshares, Inc.
This page
14,933 $332,109

All Filings in EBC

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $332,109 14,933
2026-03-31 $352,392 18,016
2025-12-31 $334,578 18,154