CAPE ANN SAVINGS BANK
All 13F Filings
- Location
- Gloucester, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 199,015
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 100.2 K | 50.4% | 0 | 8.665 K | -8.665 K |
| ETFs | 98.79 K | 49.6% | 12.83 K | 0 | 12.83 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
199,015
Holdings
121
QoQ value change ($000)
4,163
(2.1%)
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.