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Eastern Bank
Eastern Bank is a leading local bank headquartered in Boston, Massachusetts, with over 110 locations serving communities in eastern Massachusetts, New Hampshire, Rhode Island, and Connecticut. Founded in 1818, Eastern Bank is the principal banking subsidiary of Eastern Bankshares, Inc., a publicly traded holding company. With a long history and deep community roots, Eastern Bank provides a full suite of retail, business, and wealth management services to individuals and organizations. Following its 2024 merger with Cambridge Bancorp, Eastern Bank operates the largest bank-owned independent investment advisor in Massachusetts. As of late 2024, the firm has approximately 2,000 employees and remains active in community support and philanthropy.
Investment Strategy
Eastern Bank's investment approach is centered on providing high-quality banking and wealth management services tailored to individuals, families, and businesses throughout Greater Boston and New England. Through its Cambridge Trust Wealth Management division, the firm employs a disciplined, client-first approach, focusing on financial planning, customized investment management, trust, and estate services. The bank advocates conservative risk management and long-term value creation, aiming to build diversified portfolios aligned with clients’ financial objectives while emphasizing community engagement, inclusion, and social responsibility.
Latest 13F Filing Activity
Eastern Bank filed their most recent 13F report on Jun 30, 2025 disclosing 917 equity positions with a total 13F market value of $5B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Eastern Bank reduced exposure to State STR Corp., Unitedhealth Group Inc., Apple Inc. among others.
Top Holdings
Equity Positions (917)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.18% | $324.6M | 652,480 | $295.60 | $497.41 | +$76.4M |
N NVDA | NVIDIA CORPORATION | 4.97% | $260.9M | 1,651,125 | $87.75 | $157.99 | +$77.4M |
G GVI | ISHARES TR | 4.83% | $253.9M | 2,377,520 | $106.62 | $106.79 | +$57.6M |
A AAPL | APPLE INC | 4.31% | $226.5M | 1,104,072 | $162.20 | $205.17 | -$28.5M |
A AVGO | BROADCOM INC | 3.08% | $161.8M | 587,129 | $101.15 | $275.65 | +$59.0M |
Industry Allocation
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