Boston TR Walden SM CapBOSOX
13F holders, Q2 2025 (June 30)1holders −1
0new positions
1sold out
$17.36avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Boston TR Walden SM Cap (BOSOX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holder was Fulton Bank, N.A. ($654K).
- Company
- Boston TR Walden SM Cap
- CUSIP
- 101156602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $32K |
All 13F filers, Q1 2025 → Q2 2025: 10,870 shares sold, net −10,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 0.02% | Reduce -19.3% | 37,676 | $654K |
"% of holder's portfolio" is BOSOX's weight in each manager's 13F, not the share of Boston TR Walden SM Cap the manager owns.