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Manager record

Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Boston, MA · CIK 932974 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$10.84BReported 13F valueQ3 2026 · as filed
660Holdings listed
+5.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $11.3B$11.3BQ2 2025619 holdingsQ3 2025: $11.4B$11.4BQ3 2025628 holdingsQ4 2025: $11.0B$11.0BQ4 2025631 holdingsQ1 2026: $10.0B$10.0BQ1 2026653 holdingsQ2 2026: $10.3B$10.3BQ2 2026660 holdingsQ3 2026: $10.8B$10.8BQ3 2026660 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$10.84B · 660 holdings listed · View original SEC filing ↗
Jul 30 2026 13F-HR · period Q2 2026

$10.30B · 660 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$9.98B · 653 holdings listed · View original SEC filing ↗
Jan 28 2026 13F-HR · period Q4 2025

$11.03B · 631 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$11.40B · 628 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$11.32B · 619 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology