LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in BNY — Bank of New York Mellon Corp
CIK 932974
BOSTON, MA
Position in BNY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$341,134
+$61,286 QoQ
Shares Held
2,359
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,371
of 1,868 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $23,430,525 across 8 Banks - Diversified names. BNY ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,463 | $16,190,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,312 | $3,151,677 | |
| 3 | C |
Citigroup Inc
|
11,234 | $1,572,310 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
50,000 | $994,500 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
8,000 | $760,720 | |
| 6 | BNY |
Bank of New York Mellon Corp
This page
|
2,359 | $341,134 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,433 | $283,703 | |
| 8 | TD |
Toronto Dominion Bank
|
1,118 | $135,758 |
All Filings in BNY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,134 | 2,359 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $279,848 | 2,359 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $127,699 | 1,100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $119,856 | 1,100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $100,221 | 1,100 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $92,257 | 1,100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $84,513 | 1,100 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $79,046 | 1,100 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $65,879 | 1,100 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $70,123 | 1,217 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $57,255 | 1,100 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $46,915 | 1,100 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $48,972 | 1,100 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $49,984 | 1,100 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $50,072 | 1,100 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $42,372 | 1,100 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $45,881 | 1,100 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $54,593 | 1,100 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $63,888 | 1,100 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $57,024 | 1,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $63,627 | 1,242 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $28,137 | 663 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $18,887 | 550 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $21,257 | 550 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $18,524 | 550 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||