LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in STT — State Street Corp
CIK 932974
BOSTON, MA
Position in STT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,499,996
+$1,093,254 QoQ
Shares Held
26,533
-1.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#363
of 1,267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STT 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. STT ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
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
|
1,200 | $208,608 | |
| 8 | PFG |
Principal Financial Group Inc
|
950 | $102,391 |
All Filings in STT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,499,996 | 26,533 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,406,742 | 26,918 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,472,691 | 26,918 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,122,757 | 26,918 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,283,970 | 21,478 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,071,992 | 23,143 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,356,875 | 24,013 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,469,640 | 27,915 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,094,866 | 28,309 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,804,685 | 49,207 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,030,020 | 64,937 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,536,606 | 67,751 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,958,018 | 67,751 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,247,468 | 95,752 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,882,230 | 114,506 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $6,981,352 | 114,806 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,108,614 | 115,306 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $10,045,458 | 115,306 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $10,781,862 | 115,934 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,893,771 | 116,782 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,629,310 | 117,031 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,747,428 | 116,027 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,141,389 | 111,863 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $6,670,709 | 112,434 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $7,407,197 | 116,557 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,208,991 | 116,557 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||