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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.6M +$43.1M +4,378,790 New
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$46M +$42.5M +4,325,900 New
CG
3
Carlyle Group
District of Columbia
$41M +$37.9M +3,856,022 New
BFA
4
BlackRock Fund Advisors
California
$40.3M +$37.3M +3,788,996 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.1M +$33.4M +3,396,706 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$33.5M +$31M +3,151,340 New
State Street
7
State Street
Massachusetts
$30.5M +$28.2M +2,867,136 New
BFC
8
Banc Funds Company
Illinois
$27.8M +$25.7M +2,611,663 New
Goldman Sachs
9
Goldman Sachs
New York
$27.2M +$25.1M +2,553,052 New
BIT
10
BlackRock Institutional Trust
California
$24.8M +$22.9M +2,326,210 New
Invesco
11
Invesco
Georgia
$24.2M +$22.3M +2,270,351 New
Wellington Management Group
12
Wellington Management Group
Massachusetts
$23.8M +$22M +2,234,511 New
Macquarie Group
13
Macquarie Group
Australia
$21.8M +$20.2M +2,050,308 New
ICOM
14
Investment Counselors of Maryland
Maryland
$21.4M +$19.8M +2,009,800 New
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$19.7M +$18.2M +1,847,825 New
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$18.7M +$17.3M +1,758,809 New
RA
17
Royce & Associates
New York
$14.9M +$13.7M +1,395,886 New
Northern Trust
18
Northern Trust
Illinois
$13.5M +$12.5M +1,266,751 New
William Blair & Company
19
William Blair & Company
Illinois
$11.4M +$10.6M +1,075,056 New
HA
20
Heartland Advisors
Wisconsin
$11.3M +$10.4M +1,061,342 New
LI
21
LMCG Investments
Massachusetts
$9.82M +$9.08M +922,853 New
IIM
22
Ironwood Investment Management
Massachusetts
$9.61M +$8.88M +902,860 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.18M +$8.48M +862,548 New
RCAMU
24
Rothschild & Co Asset Management US
Connecticut
$8.9M +$8.23M +836,673 New
Norges Bank
25
Norges Bank
Norway
$8.85M +$8.18M +831,614 New