CAPE ANN SAVINGS BANK

All 13F Filings

Location
Gloucester, MA
Most recent 13F
Q2 2026
Holdings value ($000)
212,374
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/4/2026 113 212,374 13F-HR CAPE ANN SAVINGS BANK
Q1 2026 4/27/2026 121 199,015 13F-HR CAPE ANN SAVINGS BANK
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 107.4 K 50.6% 7.201 K 0 7.201 K
ETFs 105 K 49.4% 6.16 K 0 6.16 K
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
212,374
Holdings
113
QoQ value change ($000)
13,359 (6.7%)
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.