SLVO β€” UBS AG JERSEY BRANCH

Ownership history in EASTERN BANK  Β·  5 quarters on record

AI Ownership Summary

EASTERN BANK reported UBS AG JERSEY BRANCH (SLVO) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows SLVO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EASTERN BANK's position in UBS AG JERSEY BRANCH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SLVO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EASTERN BANK held SLVO β€” position size vs. price
% of Fund (quarterly)    SLVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,740 +1,975 +16.8% 0.02% $1.2M 2026-04-07 $86.65
2025 Q4 ADDED 11,765 +8,655 +278.3% 0.02% $1.2M 2026-01-14 $87.95
2025 Q3 UNCHANGED 3,110 β€” 0% 0.01% $287K 2025-10-27 $68.97
2025 Q2 UNCHANGED 3,110 β€” 0% 0.00% $249K 2025-07-24 $63.48
2025 Q1 INITIATED 3,110 β€” β€” 0.01% $256K 2025-05-08 $55.22

🏒 Other funds also holding SLVO

As of 2026 Q1 β€” sorted by position size

Claris Financial LLC 0.73% DOVER ADVISORS, LLC 3Y 0.11% SIGNATUREFD, LLC 3Y 7Y 0.0%

FAQ About EASTERN BANK and SLVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has EASTERN BANK reported owning SLVO?

EASTERN BANK reported SLVO across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SLVO position in EASTERN BANK's portfolio?

The largest reported portfolio weight for SLVO was 0.02% in 2026 Q1.

What is the latest reported SLVO position on this page?

The most recent filing on this page is 2026 Q1, when EASTERN BANK reported 13,740 shares, equal to 0.02% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SLVO ownership page compare?

The chart compares EASTERN BANK's quarterly SLVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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