Ballentine Partners, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -86,212 shares of $VTI (~$31,901,888). This was a decrease of ~2% from their previous position.
- An addition of 475,465 shares of $SPEM (~$24,619,578). This was an increase of ~4879% over their previous position.
- An addition of 109,792 shares of $IEFA (~$10,603,711). This was an increase of ~2% over their previous position.
- An addition of 103,014 shares of $IEMG (~$8,533,680). This was an increase of ~2% over their previous position.
- A decrease of -58,452 shares of $XOM (~$7,991,557). This was a decrease of ~100% from their previous position.
- An addition of 112,656 shares of $IGF (~$7,502,890). This was an increase of ~5% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Ballentine Partners, LLC for more details.
