LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in C — Citigroup Inc
CIK 932974
BOSTON, MA
Position in C
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,572,310
+$791,596 QoQ
Shares Held
11,234
+63.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,145
of 2,617 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C 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. C ranks #3 (6.7% 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
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|
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
|
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 C
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,310 | 11,234 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $780,714 | 6,884 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $803,994 | 6,890 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $699,335 | 6,890 | Shares | Sole | 2025-10-24 | |
| 2024-12-31 | $59,831 | 850 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $53,210 | 850 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $53,941 | 850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $53,754 | 850 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $43,724 | 850 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $34,960 | 850 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $140,422 | 3,050 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $134,949 | 2,878 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $130,171 | 2,878 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $120,384 | 2,889 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $132,865 | 2,889 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $152,190 | 2,850 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $172,111 | 2,850 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,592 | 2,958 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $228,239 | 3,226 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $241,602 | 3,321 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $327,907 | 5,318 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $88,289 | 2,048 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $188,763 | 3,694 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $151,884 | 3,606 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||