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 Q3	$9.48K	Hold	750	–	–	﹤0.01%	924
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

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

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Aspect Partners Fairfax, Virginia $264M AUM 15.76% 1-Year Est. Return

Eastern Bank's SPE Position: Q3 2026 in Review

Eastern Bank held its Special Opportunities Fund (SPE) position steady in Q3 2026 at 750 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Eastern Bank first reported a position in SPE in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.3K in Q3 2025. 8 funds tracked by Wall St. Rank hold SPE as of Q3 2026.

Eastern Bank held 750 shares of Special Opportunities Fund worth $9.48K as of Q3 2026.
Eastern Bank left its Special Opportunities Fund share count unchanged in Q3 2026.
Special Opportunities Fund made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #924 holding.
Eastern Bank first reported a position in Special Opportunities Fund in Q1 2025 and has held it in 7 quarters since.
Eastern Bank's Special Opportunities Fund position peaked at $11.3K in Q3 2025.
8 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q3 2026.

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