Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$634K	Hold	3,226	–	–	0.01%	212
2025 Q4	$642K	Hold	3,226	–	–	0.01%	214
2025 Q3	$615K	Hold	3,226	–	–	0.01%	222
2025 Q2	$586K	Hold	3,226	–	–	0.01%	201
2025 Q1	$532K	Hold	3,226	–	–	0.01%	207
2024 Q4	$588K	Hold	3,226	–	–	0.01%	203
2024 Q3	$577K	Hold	3,226	–	–	0.01%	204
2024 Q2	$554K	Hold	3,226	–	–	0.01%	199
2024 Q1	$519K	Hold	3,226	–	–	0.01%	192
2023 Q4	$505K	Hold	3,226	–	–	0.01%	196
2023 Q3	$449K	Hold	3,226	–	–	0.01%	203
2023 Q2	$483K	Buy	+3,226	New	+$465K	0.01%	211
2020 Q2	–	Sell	-500	Closed	-$42K	–	640
2020 Q1	$42K	Hold	500	–	–	﹤0.01%	399
2019 Q4	$58K	Hold	500	–	–	﹤0.01%	404
2019 Q3	$54K	Buy	+500	New	+$53.7K	﹤0.01%	400

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RSP Position: Q1 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 3,226 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #212.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RSP in Q3 2019 and has held it in 15 quarters since. The position peaked at $642K in Q4 2025. 2,216 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 3,226 shares of Invesco S&P 500 Equal Weight ETF worth $634K as of Q1 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q1 2026, its #212 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 15 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $642K in Q4 2025.
2,216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.