Ballentine Partners’s EchoStar ECHO Stock Holding History

Ballentine Partners’s Portfolio ECHO Stock Details ECHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,797	Closed	-$210K	–	1121
2026 Q1	$210K	Sell	1,797 -77	-4%	-$8.84K	﹤0.01%	919
2025 Q4	$204K	Buy	+1,874	New	+$153K	﹤0.01%	924

Other funds holding ECHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Attestor Capital Grand Cayman, Cayman Islands $350M AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Ballentine Partners's ECHO Position: Q2 2026 in Review

Ballentine Partners sold out of EchoStar (ECHO) in Q2 2026, closing a stake of 1,797 shares — an estimated $210K sold.

Ballentine Partners first reported a position in ECHO in Q4 2025 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 320 funds tracked by Wall St. Rank hold ECHO as of Q2 2026.

Ballentine Partners reported no remaining EchoStar position as of Q2 2026 after selling out during the quarter.
Ballentine Partners sold 1,797 EchoStar shares in Q2 2026, an estimated $210K.
Ballentine Partners first reported a position in EchoStar in Q4 2025 and held it in 2 quarters.
Ballentine Partners's EchoStar position peaked at $210K in Q1 2026.
320 funds tracked by Wall St. Rank held EchoStar as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.