Position in TY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,139
-$7,698 QoQ
Shares Held
6,018
-8.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 156 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $15,440,734 across 11 Asset Management names. TY ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
11,540 | $5,294,090 | |
| 2 | BLK |
BlackRock, Inc.
|
2,447 | $2,352,937 | |
| 3 | NTRS |
Northern Trust Corp
|
11,261 | $1,957,612 | |
| 4 | KKR |
KKR & Co. Inc.
|
14,343 | $1,316,400 | |
| 5 | BX |
Blackstone Inc.
|
9,555 | $1,124,336 | |
| 6 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
40,000 | $941,600 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
21,070 | $897,371 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,000 | $669,600 |
All Filings in TY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,139 | 6,018 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $214,837 | 6,578 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $223,652 | 6,578 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $208,259 | 6,578 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $212,481 | 6,928 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $219,548 | 6,928 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $228,901 | 6,928 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $214,560 | 6,928 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $213,382 | 6,928 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||