Eastern Bank’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Eastern Bank’s Portfolio GOF Stock Details GOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.5K	Hold	4,073	–	–	﹤0.01%	627
2026 Q1	$44.9K	Sell	4,073 -4,000	-50%	-$48.3K	﹤0.01%	587
2025 Q4	$104K	Hold	8,073	–	–	﹤0.01%	451
2025 Q3	$121K	Buy	8,073 +4,000	+98%	+$59.8K	﹤0.01%	435
2025 Q2	$60.6K	Hold	4,073	–	–	﹤0.01%	521
2025 Q1	$63.4K	Buy	+4,073	New	+$63.3K	﹤0.01%	518

Other funds holding GOF

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

PGWM

Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eastern Bank's GOF Position: Q2 2026 in Review

Eastern Bank held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q2 2026 at 4,073 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Eastern Bank first reported a position in GOF in Q1 2025 and has held it in 6 quarters since. The position peaked at $121K in Q3 2025. 34 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

Eastern Bank held 4,073 shares of Guggenheim Strategic Opportunities Fund worth $44.5K as of Q2 2026.
Eastern Bank left its Guggenheim Strategic Opportunities Fund share count unchanged in Q2 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #627 holding.
Eastern Bank first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
Eastern Bank's Guggenheim Strategic Opportunities Fund position peaked at $121K in Q3 2025.
34 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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