EASTERN BANK

CIK 0001126395 · Q1 2026

13F Equity AUM

$5.8B

+0.5% QoQ

Positions

981

-24 QoQ

AUM Rank

#925

Top 7%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,123 · Top 38%

vs S&P -4.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.3%Top 10: 34.9%Top 20: 52.3%

GVI5.0%

VEA2.6%

IVV2.3%

Others (971)65.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services35.4%

Technology22.6%

Healthcare7.5%

Communication Services6.8%

Consumer Cyclical6.7%

Industrials6.4%

Consumer Defensive4.3%

Energy2.9%

Other7.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Holdings

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