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LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA → BR
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
7
Latest value
$13.7M
Q3 2026
Peak value
$52.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $52.3M |
| Q4 2025 | $350K |
| Q1 2026 | $37.9M |
| Q1 2026 | $256K |
| Q2 2026 | $30.1M |
| Q2 2026 | $110K |
| Q3 2026 | $13.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.7M | 84.7K | — | — |
| Q2 2026 | $110K | 803 | — | — |
| Q2 2026 | $30.1M | 219.7K | — | — |
| Q1 2026 | $256K | 1.7K | — | — |
| Q1 2026 | $37.9M | 251.1K | — | — |
| Q4 2025 | $350K | 1.7K | — | — |
| Q4 2025 | $52.3M | 253.3K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M