LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in NTRS — Northern Trust Corp
CIK 932974
BOSTON, MA
Position in NTRS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$208,608
+$41,124 QoQ
Shares Held
1,200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#781
of 1,022 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $12,603,530 across 11 Asset Management names. NTRS ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,533 | $4,499,996 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
79,596 | $3,108,223 | |
| 3 | BX |
Blackstone Inc.
|
13,141 | $1,546,301 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,693 | $1,440,303 | |
| 5 | BLK |
BlackRock, Inc.
|
1,434 | $1,378,877 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $256,990 | |
| 7 | NTRS |
Northern Trust Corp
This page
|
1,200 | $208,608 | |
| 8 | PFG |
Principal Financial Group Inc
|
950 | $102,391 |
All Filings in NTRS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,608 | 1,200 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $167,484 | 1,200 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $163,908 | 1,200 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $174,980 | 1,300 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $164,827 | 1,300 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $128,245 | 1,300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $133,250 | 1,300 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $117,039 | 1,300 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $155,363 | 1,850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $115,596 | 1,300 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $109,694 | 1,300 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $90,324 | 1,300 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $182,458 | 2,461 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $257,868 | 2,926 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $348,385 | 3,937 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $435,243 | 5,087 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $490,793 | 5,087 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $458,463 | 3,937 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $470,904 | 3,937 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $424,447 | 3,937 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $562,722 | 4,867 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $511,570 | 4,867 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $450,890 | 4,841 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $375,191 | 4,812 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $381,784 | 4,812 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $647,220 | 8,577 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||