Boston Trust Walden Corp

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
397
Total value ($000)
$12,403,213
Net value change ($000)
-730,183 (-5.6%)
New positions
12
Sold out positions
11
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 150,081 202.4%
MSFT 109,249 30.5%
MANH 87,119 NEW
Exxonmobil Holdings Corporation 76,285 NEW
DE 69,716 345.3%
MGY 49,730 282.6%
CVLT 46,994 126.5%
AAPL 41,998 10.0%
DT 41,741 72.5%
JNJ 40,023 39.0%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -80,324 -48.1%
NTAP -61,950 -65.1%
GOOGL -59,848 -20.6%
KLAC -54,947 -49.2%
BLD -40,738 -100.0%
AIT -39,197 -27.1%
MTDR -35,144 -100.0%
HUBB -31,601 -19.1%
DCI -27,503 -16.6%
GDDY -26,923 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type