LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in WSE — Wise Group plc
CIK 932974
BOSTON, MA
Position in WSE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$52,148,601
New position
Shares Held
4,378,556
first reported quarter
Ownership
0.443%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#15
of 206 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Information Technology Services
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $96,066,831 across 7 Information Technology Services names. WSE ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSE |
Wise Group plc
This page
|
4,378,556 | $52,148,601 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
220,545 | $30,203,636 | |
| 3 | ACN |
Accenture plc
|
65,832 | $8,192,134 | |
| 4 | IBM |
International Business Machines Corp
|
13,946 | $3,921,754 | |
| 5 | JKHY |
Jack Henry & Associates Inc
|
11,324 | $1,559,767 | |
| 6 | EFOR |
Everforth Inc
|
1,822 | $32,559 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
741 | $8,380 |
All Filings in WSE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,148,601 | 4,378,556 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||