Ballentine Partners, LLC - Q12026 Holdings

Ballentine Partners, LLC holds 1014 stocks with a total portfolio value of $ 7.18B as of Q12026. In Q12026, Ballentine Partners, LLC added 82 new positions, increased stakes in 529 stocks, reduced 346 holdings, and fully exited 77 positions. The largest holding is Vanguard Index Fds (VTI), representing 24.75% of the total portfolio.