Boston Private Financial (BPFH) Stock Analysis

What Boston Private Financial does

Boston Private Financial Holdings, Inc. (BPFH) serves as the parent company for Boston Private Bank & Trust Company, offering a diverse array of financial solutions and banking services across the United States. Its operations are divided into two main divisions: Private Banking, and Wealth Management and Trust. Within its Private Banking segment, clients can access various deposit accounts, including checking, savings, NOW, and money market options, alongside certificates of deposit (CDs). The company also provides a comprehensive suite of lending solutions. For individual clients, these encompass residential mortgages, loans for investment or vacation properties, both secured and unsecured personal lines of credit, home equity loans, and overdraft protection. Businesses can secure commercial and mortgage loans, revolving lines of credit, working capital financing, equipment loans, community development funding, and financing for construction and land acquisitions. Beyond banking, its Wealth Management and Trust division delivers sophisticated financial guidance. This includes bespoke financial planning, comprehensive wealth management, family office services, tax planning, and trust administration, catering to individuals, families, institutional clients, and non-profit organizations. BPFH maintains a physical presence through offices situated in key metropolitan areas such as Boston, Miami, New York, Los Angeles, and San Francisco, with additional operations in Florida. Established in 1987, the company's headquarters are located in Boston, Massachusetts.

Key metrics

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PortView analyzes how BPFH fits your actual portfolio — position weight, portfolio concentration, unrealized gain/loss, contribution to return, sector exposure, indirect exposure through the ETFs you hold, and correlation with your other holdings. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Frequently asked questions

What is the ticker symbol for Boston Private Financial?

Boston Private Financial trades under the ticker BPFH on NASDAQ.

Which exchange is BPFH listed on?

BPFH is listed on NASDAQ.

What sector does Boston Private Financial operate in?

Boston Private Financial is classified in the Financial Services sector (Banks - Regional industry).

How can PortView help analyze BPFH in a portfolio?

PortView shows BPFH's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.