Loring Wolcott & Coolidge Fiduciary Advisors’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.5M	Sell	26,533 -385	-1%	-$59.4K	0.04%	95
2026 Q1	$3.75M	Hold	26,918	–	–	0.04%	96
2025 Q4	$3.44M	Hold	26,918	–	–	0.03%	102
2025 Q3	$3.09M	Buy	26,918 +5,440	+25%	+$607K	0.03%	105
2025 Q2	$2.28M	Sell	21,478 -1,665	-7%	-$154K	0.02%	121
2025 Q1	$1.98M	Sell	23,143 -870	-4%	-$83.1K	0.02%	126
2024 Q4	$2.41M	Sell	24,013 -3,902	-14%	-$370K	0.02%	129
2024 Q3	$2.56M	Sell	27,915 -394	-1%	-$32.5K	0.02%	126
2024 Q2	$2.4M	Sell	28,309 -20,898	-42%	-$1.56M	0.02%	110
2024 Q1	$3.67M	Sell	49,207 -15,730	-24%	-$1.17M	0.04%	90
2023 Q4	$4.8M	Sell	64,937 -2,814	-4%	-$196K	0.05%	83
2023 Q3	$4.52M	Hold	67,751	–	–	0.05%	83
2023 Q2	$4.96M	Sell	67,751 -28,001	-29%	-$2.01M	0.05%	83
2023 Q1	$7.25M	Sell	95,752 -18,754	-16%	-$1.58M	0.08%	73
2022 Q4	$8.88M	Sell	114,506 -300	-0.3%	-$22.1K	0.11%	68
2022 Q3	$6.98M	Sell	114,806 -500	-0.4%	-$34.2K	0.09%	72
2022 Q2	$7.11M	Hold	115,306	–	–	0.09%	75
2022 Q1	$10M	Sell	115,306 -628	-0.5%	-$58.2K	0.1%	67
2021 Q4	$10.8M	Sell	115,934 -848	-0.7%	-$79.9K	0.1%	69
2021 Q3	$9.89M	Sell	116,782 -249	-0.2%	-$21.7K	0.1%	68
2021 Q2	$9.63M	Buy	117,031 +1,004	+0.9%	+$84.7K	0.1%	71
2021 Q1	$9.75M	Buy	116,027 +4,164	+4%	+$322K	0.11%	67
2020 Q4	$8.14M	Sell	111,863 -571	-0.5%	-$38.8K	0.09%	69
2020 Q3	$6.67M	Sell	112,434 -4,123	-4%	-$268K	0.08%	71
2020 Q2	$7.41M	Hold	116,557	–	–	0.1%	69
2020 Q1	$6.21M	Sell	116,557 -1,064	-0.9%	-$73.9K	0.1%	70
2019 Q4	$9.3M	Buy	117,621 +50,413	+75%	+$3.55M	0.13%	67
2019 Q3	$3.98M	Sell	67,208 -79,800	-54%	-$4.42M	0.06%	89
2019 Q2	$8.24M	Sell	147,008 -1,149	-0.8%	-$71.4K	0.12%	70
2019 Q1	$9.75M	Sell	148,157 -7,720	-5%	-$535K	0.15%	71
2018 Q4	$9.83M	Sell	155,877 -233	-0.1%	-$16.7K	0.18%	68
2018 Q3	$13.1M	Sell	156,110 -1,540	-1%	-$135K	0.21%	66
2018 Q2	$14.7M	Sell	157,650 -1,039	-0.7%	-$103K	0.25%	65
2018 Q1	$15.8M	Sell	158,689 -1,222	-0.8%	-$128K	0.29%	65
2017 Q4	$15.6M	Sell	159,911 -1,952	-1%	-$187K	0.29%	61
2017 Q3	$15.5M	Sell	161,863 -1,182	-0.7%	-$110K	0.3%	59
2017 Q2	$15.2M	Sell	163,045 -912	-0.6%	-$75.9K	0.3%	58
2017 Q1	$13.1M	Buy	163,957 +76,388	+87%	+$6.06M	0.27%	65
2016 Q4	$6.81M	Sell	87,569 -3,100	-3%	-$233K	0.15%	81
2016 Q3	$6.31M	Sell	90,669 -1,562	-2%	-$102K	0.14%	84
2016 Q2	$4.97M	Sell	92,231 -1,161	-1%	-$69.4K	0.11%	91
2016 Q1	$5.46M	Sell	93,392 -11,618	-11%	-$660K	0.13%	88
2015 Q4	$6.97M	Buy	105,010 +5,657	+6%	+$393K	0.17%	78
2015 Q3	$7.65M	Hold	99,353	–	–	0.2%	73
2015 Q2	$7.65M	Sell	99,353 -2,341	-2%	-$182K	0.2%	73
2015 Q1	$7.48M	Sell	101,694 -137	-0.1%	-$10.3K	0.19%	77
2014 Q4	$7.99M	Buy	101,831 +3,034	+3%	+$228K	0.2%	76
2014 Q3	$7.27M	Sell	98,797 -2,205	-2%	-$157K	0.2%	76
2014 Q2	$6.79M	Sell	101,002 -13,645	-12%	-$897K	0.18%	78
2014 Q1	$7.97M	Sell	114,647 -5,890	-5%	-$407K	0.22%	71
2013 Q4	$8.85M	Sell	120,537 -4,858	-4%	-$340K	0.24%	69
2013 Q3	$8.24M	Sell	125,395 -4,625	-4%	-$316K	0.25%	71
2013 Q2	$8.48M	Buy	+130,020	New	+$8.09M	0.27%	71

Other funds holding STT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors reduced its State Street (STT) stake by 1.4% in Q2 2026, selling an estimated $59.4K and leaving 26,533 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #95.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STT in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.8M in Q1 2018. 509 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 26,533 shares of State Street worth $4.5M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 385 State Street shares in Q2 2026, an estimated $59.4K.
State Street made up 0.04% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #95 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street position peaked at $15.8M in Q1 2018.
509 funds tracked by Wall St. Rank held State Street as of Q2 2026.

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