EB
BRW

Eastern Bank’s Saba Capital Income & Opportunities Fund BRW Stock Holding History

Eastern Bank’s Portfolio BRW Stock Details BRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,200
Closed -$17.1K – 941
2025
Q1 		$17.1K Hold
2,200
– – ﹤0.01% 717
2024
Q4 		$16.8K Buy
+2,200
New +$16.7K ﹤0.01% 718

Other funds holding BRW

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ISSM
Invesco Senior Secured Management New York $40.9M AUM 3.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Eastern Bank's BRW Position: Q2 2025 in Review

Eastern Bank sold out of Saba Capital Income & Opportunities Fund (BRW) in Q2 2025, closing a stake of 2,200 shares — an estimated $17.1K sold.

Eastern Bank first reported a position in BRW in Q4 2024 and held it in 2 quarters. The position peaked at $17.1K in Q1 2025. 80 funds tracked by Wall St. Rank hold BRW as of Q2 2025.

  • Eastern Bank reported no remaining Saba Capital Income & Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Eastern Bank sold 2,200 Saba Capital Income & Opportunities Fund shares in Q2 2025, an estimated $17.1K.
  • Eastern Bank first reported a position in Saba Capital Income & Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Eastern Bank's Saba Capital Income & Opportunities Fund position peaked at $17.1K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund as of Q2 2025.

Based on Eastern Bank's 13F filing for Q2 2025, filed 24 Jul 2025.