EASTERN BANK
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,795,182
- Description
- Boston Massachusetts based brokerage and advisory investment organization with an independent operating structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and cross border allocation discipline for fiduciary banking related mandates. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through liquidity aware implementation and risk accountability.
- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 1,167 | 5,795,182 | 13F-HR | EASTERN BANK |
| Q3 2025 | 10/27/2025 | 1,010 | 5,628,767 | 13F-HR | EASTERN BANK |
| Q2 2025 | 7/24/2025 | 930 | 5,252,881 | 13F-HR | EASTERN BANK |
| Q1 2025 | 5/8/2025 | 987 | 5,106,871 | 13F-HR | EASTERN BANK |
| Q4 2024 | 1/13/2025 | 938 | 5,381,393 | 13F-HR | EASTERN BANK |
| Q3 2024 | 10/21/2024 | 920 | 5,581,881 | 13F-HR | EASTERN BANK |
| Q2 2024 | 7/23/2024 | 195 | 2,475,795 | 13F-HR | EASTERN BANK |
| Q1 2024 | 5/9/2024 | 202 | 2,402,284 | 13F-HR | EASTERN BANK |
| Q4 2023 | 1/25/2024 | 204 | 2,202,692 | 13F-HR | EASTERN BANK |
| Q3 2023 | 10/17/2023 | 201 | 2,012,802 | 13F-HR | EASTERN BANK |
| Q2 2023 | 7/19/2023 | 198 | 2,103,162 | 13F-HR | EASTERN BANK |
| Q1 2023 | 4/19/2023 | 195 | 1,990,410 | 13F-HR | EASTERN BANK |
| Q4 2022 | 1/24/2023 | 199 | 1,873,732 | 13F-HR | EASTERN BANK |
| Q3 2022 | 10/19/2022 | 193 | 1,751,822 | 13F-HR | EASTERN BANK |
| Q2 2022 | 7/20/2022 | 193 | 1,879,762 | 13F-HR | EASTERN BANK |
| Q1 2022 | 4/21/2022 | 196 | 2,156,899 | 13F-HR | EASTERN BANK |
| Q4 2021 | 1/26/2022 | 197 | 2,292,815 | 13F-HR | EASTERN BANK |
| Q3 2021 | 10/19/2021 | 185 | 2,070,441 | 13F-HR | EASTERN BANK |
| Q2 2021 | 7/20/2021 | 187 | 2,039,630 | 13F-HR | EASTERN BANK |
| Q1 2021 | 4/27/2021 | 183 | 1,850,939 | 13F-HR | EASTERN BANK |
| Q4 2020 | 1/20/2021 | 184 | 1,786,013 | 13F-HR | EASTERN BANK |
| Q3 2020 | 10/30/2020 | 180 | 1,633,385 | 13F-HR | EASTERN BANK |
| Q2 2020 | 9/1/2020 | 183 | 1,537,388 | 13F-HR/A - RESTATEMENT | EASTERN BANK |
| Q2 2020 | 7/21/2020 | 183 | 1,537,388 | 13F-HR | EASTERN BANK |
| Q1 2020 | 4/27/2020 | 174 | 1,343,183 | 13F-HR | EASTERN BANK |
| Q4 2019 | 2/4/2020 | 191 | 1,721,784 | 13F-HR | EASTERN BANK |
| Q2 2014 | 7/16/2014 | 222 | 1,234,884 | 13F-HR | EASTERN BANK |
| Q1 2014 | 4/17/2014 | 218 | 1,186,966 | 13F-HR | EASTERN BANK |
| Q4 2013 | 1/21/2014 | 194 | 1,173,617 | 13F-HR | EASTERN BANK |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.249 M | 90.6% | 70.3 K | 0 | 70.3 K |
| ETFs | 541.9 K | 9.4% | 95.96 K | 0 | 95.96 K |
| Debt | 3.885 K | 0.1% | 0 | 86 | -86 |
| Other | 400 | 0.0% | 236 | 0 | 236 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
5,795,182
Holdings
1167
QoQ value change ($000)
166,415
(3.0%)
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.