LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in PEO — Adams Natural Resources Fund, Inc.
CIK 932974
BOSTON, MA
Position in PEO
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$30,802
+$6,715 QoQ
Shares Held
1,108
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $10,877,750 across 11 Asset Management names. PEO ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
26,918 | $3,406,742 | |
| 2 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
79,596 | $2,925,153 | |
| 3 | BX |
Blackstone Inc.
|
12,457 | $1,432,430 | |
| 4 | KKR |
KKR & Co. Inc.
|
15,453 | $1,429,402 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
17,535 | $709,641 | |
| 6 | BLK |
BlackRock, Inc.
|
416 | $400,071 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
5,730 | $254,698 | |
| 8 | NTRS |
Northern Trust Corp
|
1,200 | $167,484 |
All Filings in PEO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,802 | 1,108 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24,087 | 1,108 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $23,844 | 1,108 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $23,677 | 1,108 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $25,273 | 1,108 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $107,113 | 4,613 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $108,912 | 4,613 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $106,375 | 4,613 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $144,884 | 7,023 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $162,371 | 7,023 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $169,120 | 8,123 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $167,008 | 8,123 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $177,081 | 8,123 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $148,830 | 7,648 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $148,906 | 7,648 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $160,072 | 7,648 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $126,344 | 7,648 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $119,997 | 7,648 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $123,897 | 7,648 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $86,957 | 7,648 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $74,797 | 7,648 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $86,881 | 7,648 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $63,401 | 7,648 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||