CAPE ANN SAVINGS BANK

All 13F Filings

Location
Gloucester, MA
Most recent 13F
Q4 2025
Holdings value ($000)
194,852
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/28/2026 109 194,852 13F-HR CAPE ANN SAVINGS BANK
Q3 2025 10/15/2025 108 187,312 13F-HR CAPE ANN SAVINGS BANK
Q2 2025 7/21/2025 89 167,429 13F-HR CAPE ANN SAVINGS BANK
Q2 2014 7/10/2014 72 69,105 13F-HR CAPE ANN SAVINGS BANK
Q1 2014 4/10/2014 63 60,929 13F-HR CAPE ANN SAVINGS BANK
Q4 2013 1/15/2014 66 62,103 13F-HR CAPE ANN SAVINGS BANK
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 108.9 K 55.9% 3.118 K 0 3.118 K
ETFs 85.96 K 44.1% 4.414 K 0 4.414 K
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Fund Snapshot

Q4 2025
Latest filed
1/28/2026
Total value ($000)
194,852
Holdings
109
QoQ value change ($000)
7,540 (4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.