Boston Trust Walden Corp
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 13,249,830
- Description
- Boston Massachusetts based planning integrated investment advisor with a corporation based operating model and a valuation conscious and methodical investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for planning centered advisory portfolios. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through mandate level transparency and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 400 | 13,249,830 | 13F-HR | Boston Trust Walden Corp |
| Q3 2025 | 10/17/2025 | 391 | 13,630,052 | 13F-HR | Boston Trust Walden Corp |
| Q2 2025 | 7/28/2025 | 374 | 14,020,197 | 13F-HR | Boston Trust Walden Corp |
| Q1 2025 | 4/21/2025 | 372 | 13,687,276 | 13F-HR | Boston Trust Walden Corp |
| Q4 2024 | 1/24/2025 | 379 | 14,251,004 | 13F-HR | Boston Trust Walden Corp |
| Q3 2024 | 10/24/2024 | 382 | 14,374,267 | 13F-HR | Boston Trust Walden Corp |
| Q2 2024 | 7/19/2024 | 378 | 13,482,136 | 13F-HR | Boston Trust Walden Corp |
| Q1 2024 | 4/22/2024 | 372 | 14,019,003 | 13F-HR | Boston Trust Walden Corp |
| Q4 2023 | 1/24/2024 | 372 | 13,255,037 | 13F-HR | Boston Trust Walden Corp |
| Q3 2023 | 10/18/2023 | 360 | 11,932,412 | 13F-HR | Boston Trust Walden Corp |
| Q2 2023 | 7/24/2023 | 367 | 12,192,964 | 13F-HR | Boston Trust Walden Corp |
| Q1 2023 | 4/19/2023 | 365 | 11,585,863 | 13F-HR | Boston Trust Walden Corp |
| Q4 2022 | 1/20/2023 | 362 | 11,372,877 | 13F-HR | Boston Trust Walden Corp |
| Q3 2022 | 10/19/2022 | 355 | 10,094,348 | 13F-HR | Boston Trust Walden Corp |
| Q2 2022 | 7/22/2022 | 367 | 10,582,740 | 13F-HR | Boston Trust Walden Corp |
| Q1 2022 | 4/20/2022 | 387 | 12,106,878 | 13F-HR | Boston Trust Walden Corp |
| Q4 2021 | 1/21/2022 | 390 | 12,453,738 | 13F-HR | Boston Trust Walden Corp |
| Q3 2021 | 10/25/2021 | 387 | 11,293,574 | 13F-HR | Boston Trust Walden Corp |
| Q2 2021 | 7/22/2021 | 385 | 11,247,632 | 13F-HR | Boston Trust Walden Corp |
| Q1 2021 | 4/21/2021 | 369 | 10,326,926 | 13F-HR | Boston Trust Walden Corp |
| Q4 2020 | 1/15/2021 | 372 | 9,374,148 | 13F-HR | Boston Trust Walden Corp |
| Q3 2020 | 10/14/2020 | 363 | 8,029,316 | 13F-HR | Boston Trust Walden Corp |
| Q2 2020 | 7/23/2020 | 360 | 7,405,860 | 13F-HR | Boston Trust Walden Corp |
| Q1 2020 | 4/24/2020 | 349 | 6,274,718 | 13F-HR/A - RESTATEMENT | Boston Trust Walden Corp |
| Q1 2020 | 4/21/2020 | 350 | 6,500,432 | 13F-HR | Boston Trust Walden Corp |
| Q4 2019 | 1/10/2020 | 379 | 8,591,639 | 13F-HR | Boston Trust Walden Corp |
| Q2 2014 | 8/1/2014 | 336 | 6,881,002 | 13F-HR | BTIM Corp. |
| Q1 2014 | 4/11/2014 | 323 | 6,732,129 | 13F-HR | BTIM Corp. |
| Q4 2013 | 2/11/2014 | 330 | 6,854,584 | 13F-HR | BTIM Corp. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.1 M | 98.9% | 0 | 415.2 K | -415.2 K |
| ETFs | 151.8 K | 1.1% | 34.95 K | 0 | 34.95 K |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
13,249,830
Holdings
400
QoQ value change ($000)
-380,222
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.