EASTERN BANK
Q1 2025 Form 13-F

BOSTON, MASSACHUSETTS
CIK 0001126395 · Institutional investment manager
$5.1B Reported Value Total
Reported value
$5.1B
Quarter over quarter
-3.9%
Holdings
987
Top-10 concentration
34.5%

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 2025 13F record

Q1 2025 13F filing summary

Q1 2025 Form 13F portfolio summary
Period of report March 31, 2025
Filed May 08, 2025
Form 13F-HR
Reported value $5.1B
Positions 987
Change in reported value -5.1%
New positions 113
Exited positions 65
Position turnover 16.9%
Top-10 concentration 34.5%

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 2025

Largest Q1 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 STT STATE STR CORP $267.6M 5.24%
2 AAPL APPLE INC $255.0M 4.99%
3 MSFT MICROSOFT CORP $248.2M 4.86%
4 GVI ISHARES TR $196.3M 3.84%
5 NVDA NVIDIA CORPORATION $183.5M 3.59%
6 AMZN AMAZON COM INC $135.9M 2.66%
7 GOOGL ALPHABET INC $126.1M 2.47%
8 V VISA INC $120.4M 2.36%
9 SPY SPDR S&P 500 ETF TR $118.1M 2.31%
10 VEA VANGUARD TAX-MANAGED FDS $109.7M 2.15%
11 WMT WALMART INC $106.6M 2.09%
12 JPM JPMORGAN CHASE & CO. $104.6M 2.05%
13 AVGO BROADCOM INC $102.8M 2.01%
14 META META PLATFORMS INC $93.2M 1.83%
15 LLY ELI LILLY & CO $89.5M 1.75%
16 XOM EXXON MOBIL CORP $85.2M 1.67%
17 IQLT ISHARES TR $83.3M 1.63%
18 UNH UNITEDHEALTH GROUP INC $78.4M 1.54%
19 ABBV ABBVIE INC $78.0M 1.53%
20 IVV ISHARES TR $73.0M 1.43%

Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.

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