EASTERN BANK
Q1 2024 Form 13-F

BOSTON, MASSACHUSETTS
CIK 0001126395 · Institutional investment manager
$2.4B Reported Value Total
Reported value
$2.4B
Quarter over quarter
+8.6%
Holdings
201
Top-10 concentration
28.7%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Sabrina Amiri
Wealth Management Compliance Analyst II

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Q1 2024 13F record

Q1 2024 13F filing summary

Q1 2024 Form 13F portfolio summary
Period of report March 31, 2024
Filed May 09, 2024
Form 13F-HR
Reported value $2.4B
Positions 201
Change in reported value +9.1%
New positions 11
Exited positions 13
Position turnover 11.2%
Top-10 concentration 28.7%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Oct 5, 2026
1,107 $6.6B
Q2 2026 13F
Filed Jul 1, 2026
1,038 $6.5B
Q1 2026 13F
Filed Apr 7, 2026
1,071 $5.8B
Q4 2025 13F
Filed Jan 14, 2026
1,167 $5.8B
Q3 2025 13F
Filed Oct 27, 2025
1,010 $5.6B
Q2 2025 13F
Filed Jul 24, 2025
929 $5.3B
Q1 2025 13F
Filed May 8, 2025
987 $5.1B
Q4 2024 13F
Filed Jan 13, 2025
938 $5.4B
Q3 2024 13F
Filed Oct 21, 2024
919 $5.6B
Q2 2024 13F
Filed Jul 23, 2024
194 $2.5B
Q1 2024 13F
Filed May 9, 2024
201 $2.4B
Q4 2023 13F
Filed Jan 25, 2024
204 $2.2B
Q3 2023 13F
Filed Oct 17, 2023
201 $2.0B
Q2 2023 13F
Filed Jul 19, 2023
198 $2.1B
Q1 2023 13F
Filed Apr 19, 2023
195 $2.0B
Q4 2022 13F
Filed Jan 24, 2023
199 $1.9B
Q3 2022 13F
Filed Oct 19, 2022
193 $1.8B
Q2 2022 13F
Filed Jul 20, 2022
193 $1.9B
Q1 2022 13F
Filed Apr 21, 2022
196 $2.2B
Q4 2021 13F
Filed Jan 26, 2022
197 $2.3B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q1 2024

Largest Q1 2024 13F positions by reported value
# Holding Reported value % of portfolio
1 MSFT MICROSOFT $129.0M 5.37%
2 SPY SPDR $90.1M 3.75%
3 NVDA NVIDIA CORPORATION $72.4M 3.01%
4 AAPL APPLE INC $71.9M 2.99%
5 SPIB SPDR $64.8M 2.7%
6 GOOGL ALPHABET, INC. $60.9M 2.54%
7 AMZN AMAZON.COM, INC $59.8M 2.49%
8 META FACEBOOK $48.0M 2.0%
9 NOBL PROSHARES $46.5M 1.94%
10 IGSB I SHARES $46.3M 1.93%
11 AVGO BROADCOM INC $44.1M 1.83%
12 VEA VANGUARD $37.7M 1.57%
13 QLTA ISHARES $37.6M 1.57%
14 JPM J P MORGAN CHASE & CO $37.3M 1.55%
15 WMT WALMART, INC. $35.5M 1.48%
16 IQLT I SHARES $33.0M 1.37%
17 ETN EATON CORP PLC $32.6M 1.36%
18 BSCR INVESCO BULLETSHARES $30.8M 1.28%
19 BSCS INVESCO BULLETSHARES $30.7M 1.28%
20 V VISA, INC $30.5M 1.27%

Values as reported on the Q1 2024 Form 13F. Every position is in the holdings table below.

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