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Loring Wolcott & Coolidge Fiduciary Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LDP Stock Details LDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.04K Buy
+191
New +$3.96K ﹤0.01% 548

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
GCM
Glaxis Capital Management Sarasota, Florida $49.8M AUM 23.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LDP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2026: 191 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #548 among its holdings.

67 funds tracked by Wall St. Rank hold LDP as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 191 shares of Cohen & Steers Duration Preferred & Income Fund worth $4.04K as of Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #548 holding.
  • 67 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.