EASTERN BANK
Q3 2024 Form 13-F
BOSTON, MASSACHUSETTS
CIK 0001126395
· Institutional investment manager
$5.6B Reported Value Total
Reported value
$5.6B
Quarter over quarter
+5.1%
Holdings
919
Top-10 concentration
29.3%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Sabrina Amiri
Wealth Management Compliance Analyst II
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | October 21, 2024 |
| Form | 13F-HR |
| Reported value | $5.6B |
| Positions | 919 |
| Change in reported value | +125.5% |
| New positions | 724 |
| Exited positions | 2 |
| Position turnover | 78.8% |
| Top-10 concentration | 29.3% |
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 · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $294.5M | 5.28% |
| 2 | AAPL Apple Inc | $267.8M | 4.8% |
| 3 | NVDA NVIDIA Corp | $210.6M | 3.77% |
| 4 | GOOGL ALPHABET INC | $144.8M | 2.59% |
| 5 | AMZN Amazon.com Inc | $139.3M | 2.49% |
| 6 | GVI iShares ETFs/USA | $132.3M | 2.37% |
| 7 | AVGO Broadcom Inc | $117.0M | 2.1% |
| 8 | SPY SSgA Funds Management Inc | $111.9M | 2.0% |
| 9 | VEA Vanguard ETF/USA | $109.1M | 1.95% |
| 10 | WMT Walmart Inc | $108.8M | 1.95% |
| 11 | JPM JPMorgan Chase & Co | $96.1M | 1.72% |
| 12 | UNH UnitedHealth Group Inc | $93.6M | 1.68% |
| 13 | V VISA INC | $90.2M | 1.62% |
| 14 | META Meta Platforms Inc | $89.6M | 1.61% |
| 15 | XOM Exxon Mobil Corp | $82.3M | 1.48% |
| 16 | LLY Eli Lilly & Co | $79.8M | 1.43% |
| 17 | NEE NEXTERA ENERGY | $77.6M | 1.39% |
| 18 | IVV ISHARES | $69.5M | 1.24% |
| 19 | SPIB SSGA FUNDS MANAGEMENT INC | $67.6M | 1.21% |
| 20 | ETN Eaton Corp PLC | $67.0M | 1.2% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.