Boston Trust Walden’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Boston Trust Walden’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.44M	Buy	21,321 +9,542	+81%	+$2.06M	0.04%	234
2026 Q2	$2.51M	Buy	11,779 +3,175	+37%	+$650K	0.02%	255
2026 Q1	$1.65M	Buy	8,604 +3,850	+81%	+$763K	0.01%	264
2025 Q4	$911K	Sell	4,754 -196	-4%	-$37.2K	0.01%	288
2025 Q3	$939K	Hold	4,950	–	–	0.01%	285
2025 Q2	$900K	Hold	4,950	–	–	0.01%	281
2025 Q1	$857K	Buy	+4,950	New	+$880K	0.01%	284
2020 Q1	–	Sell	-2,500	Closed	-$289K	–	372
2019 Q4	$289K	Hold	2,500	–	–	﹤0.01%	352
2019 Q3	$270K	Hold	2,500	–	–	﹤0.01%	354
2019 Q2	$269K	Hold	2,500	–	–	﹤0.01%	358
2019 Q1	$261K	Hold	2,500	–	–	﹤0.01%	360
2018 Q4	$228K	Hold	2,500	–	–	﹤0.01%	361
2018 Q3	$267K	Sell	2,500 -375	-13%	-$39.6K	﹤0.01%	359
2018 Q2	$293K	Buy	+2,875	New	+$291K	﹤0.01%	358

Other funds holding RSP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Boston Trust Walden's RSP Position: Q3 2026 in Review

Boston Trust Walden increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 81% in Q3 2026, buying an estimated $2.06M and bringing the position to 21,321 shares worth $4.44M. The position accounts for 0.04% of the portfolio, ranked #234.

Boston Trust Walden first reported a position in RSP in Q2 2018 and has held it in 14 quarters since. 1,469 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Boston Trust Walden held 21,321 shares of Invesco S&P 500 Equal Weight ETF worth $4.44M as of Q3 2026.
Boston Trust Walden bought 9,542 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $2.06M.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Boston Trust Walden's portfolio in Q3 2026, its #234 holding.
Boston Trust Walden first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2018 and has held it in 14 quarters since.
1,469 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.