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 Q3	$34.7K	Hold	4,073	–	–	﹤0.01%	696
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

Beach Point Capital Management Santa Monica, California $229M AUM 6.64% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Eastern Bank's GOF Position: Q3 2026 in Review

Eastern Bank held its Guggenheim Strategic Opportunities Fund (GOF) position steady in Q3 2026 at 4,073 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Eastern Bank first reported a position in GOF in Q1 2025 and has held it in 7 quarters since. The position peaked at $121K in Q3 2025. 53 funds tracked by Wall St. Rank hold GOF as of Q3 2026.

Eastern Bank held 4,073 shares of Guggenheim Strategic Opportunities Fund worth $34.7K as of Q3 2026.
Eastern Bank left its Guggenheim Strategic Opportunities Fund share count unchanged in Q3 2026.
Guggenheim Strategic Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #696 holding.
Eastern Bank first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2025 and has held it in 7 quarters since.
Eastern Bank's Guggenheim Strategic Opportunities Fund position peaked at $121K in Q3 2025.
53 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.