Cape Ann Savings Bank Portfolio Holdings
Cape Ann Savings Bank
- $165 Million
- Q2 2025
Cape Ann Savings Bank has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $165 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $19M, Ishares Core S&P Mid Cap ETF with a value of $16M, Ishares Core S&P 500 ETF with a value of $12.2M, Ishares Gold Trust with a value of $9.53M, and Vanguard with a value of $8.3M.
Examining the 13F form we can see an increase of $8.47M in the current position value, from $156M to 165M.
Cape Ann Savings Bank is based out at Gloucester, MA
Below you can find more details about Cape Ann Savings Bank portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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