EB
CSQ icon

Eastern Bank’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Eastern Bank’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.9K Hold
3,060
– – ﹤0.01% 576
2026
Q1 		$52.4K Hold
3,060
– – ﹤0.01% 561
2025
Q4 		$58.8K Hold
3,060
– – ﹤0.01% 544
2025
Q3 		$59K Hold
3,060
– – ﹤0.01% 533
2025
Q2 		$55.8K Hold
3,060
– – ﹤0.01% 535
2025
Q1 		$49.5K Buy
+3,060
New +$53.6K ﹤0.01% 556

Other funds holding CSQ

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Eastern Bank's CSQ Position: Q2 2026 in Review

Eastern Bank held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 3,060 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Eastern Bank first reported a position in CSQ in Q1 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Eastern Bank held 3,060 shares of Calamos Strategic Total Return Fund worth $62.9K as of Q2 2026.
  • Eastern Bank left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
  • Calamos Strategic Total Return Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #576 holding.
  • Eastern Bank first reported a position in Calamos Strategic Total Return Fund in Q1 2025 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.