EB
SPE

Eastern Bank’s Special Opportunities Fund SPE Stock Holding History

Eastern Bank’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1K Hold
750
– – ﹤0.01% 855
2026
Q1 		$10.3K Buy
750
+23
+3% +$337 ﹤0.01% 842
2025
Q4 		$10.7K Sell
727
-34
-4% -$497 ﹤0.01% 873
2025
Q3 		$11.3K Hold
761
– – ﹤0.01% 816
2025
Q2 		$11.3K Hold
761
– – ﹤0.01% 742
2025
Q1 		$10.9K Buy
+761
New +$11K ﹤0.01% 775

Other funds holding SPE

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Eastern Bank's SPE Position: Q2 2026 in Review

Eastern Bank held its Special Opportunities Fund (SPE) position steady in Q2 2026 at 750 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Eastern Bank first reported a position in SPE in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.3K in Q3 2025. 5 funds tracked by Wall St. Rank hold SPE as of Q2 2026.

  • Eastern Bank held 750 shares of Special Opportunities Fund worth $10.1K as of Q2 2026.
  • Eastern Bank left its Special Opportunities Fund share count unchanged in Q2 2026.
  • Special Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q2 2026, its #855 holding.
  • Eastern Bank first reported a position in Special Opportunities Fund in Q1 2025 and has held it in 6 quarters since.
  • Eastern Bank's Special Opportunities Fund position peaked at $11.3K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2026.

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