Boston TR Walden SM CapBOSOX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$16.21avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Boston TR Walden SM Cap (BOSOX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($577K).
- Company
- Boston TR Walden SM Cap
- CUSIP
- 101156602
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 2,051 shares sold, net −2,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 0.02% | Reduce -5.4% | 35,625 | $577K |
"% 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.