Ballentine Partners, LLC

Q1 2026 13F-HR Detailed Holdings

Location: Waltham, MA
Holdings as of: 3/31/2026
Value ($000): $7,182,772,524
Num holdings: 2,372
Date filed: 5/14/2026
Form type: 13F-HR
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SEC: View on sec.gov
Note: Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers

Compare Q1 2026 to

Issuer Name	Class	CUSIP	Value ($000)	%	Shares	Principal	Option Type	Discretion	Other Manager	Sole	Shared	None	Price Filed 5/14/2026	Price As-Of 3/31/2026	Price Now 6/23/2026

Other Managers

Num	Name	File Number
1	PARAMETRIC PORTFOLIO ASSOCIATES LLC	028-04558
4	Aperio Group, LLC	028-11964
8	Saratoga Research & Investment Management	028-13757
9	Boston Trust Walden Corp	028-14964
10	SpiderRock Advisors, LLC	028-18017
15	BANK OF AMERICA CORP /DE/	028-00158