LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

CIK 0000932974 • 6 13F filings • Apr 24, 2025 – Jul 30, 2026

Import this data to Google Sheets with:

=jivedata("loring-wolcott-coolidge-fiduciary-advisors-llp-ma","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA, Compliance Associate
Address: 230 CONGRESS STREET, BOSTON, MA, 02110
Phone: 617-622-2276
AUM: $11.03B

$10.30B latest

Past 2 quarters

Q4 2025

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Portfolio value: $10.30B0 positionsView on SEC.gov

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0000932974-26-000001	$11.03B	View
Oct 24, 2025	Q3 2025	13F-HR	0000932974-25-000013	$11.40B	View
Jul 30, 2026