LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA PSCI — INVESCO

Ownership history in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA  ·  2 quarters on record

AI Ownership Summary

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported INVESCO (PSCI) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows PSCI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's position in INVESCO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PSCI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSCI stock page LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA fund profile LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA full holdings
How LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held PSCI — position size vs. price
% of Fund (quarterly)    PSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 4,000 — 0% 0.01% $638K 2026-10-23 $160.56
2026 Q2 INITIATED — — — 4,000 — — 0.01% $744K 2026-07-30 $175.73

🏢 Other funds also holding PSCI

As of 2026 Q3 — sorted by position size

Independent Wealth Advisors LLC 1.1% Independent Wealth Network Inc. 3Y 0.19% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.1% PRIVATE TRUST CO NA 3Y 7Y 0.02% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.01% Harbor Asset Planning, Inc. 0.01% Latitude Advisors, LLC 3Y 0.0% Triumph Capital Management 3Y 0.0% GAMMA Investing LLC 0.0% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.0%

FAQ About LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA and PSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported owning PSCI?

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported PSCI across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported PSCI position in LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's portfolio?

The largest reported portfolio weight for PSCI was 0.01% in 2026 Q2.

What is the latest reported PSCI position on this page?

The most recent filing on this page is 2026 Q3, when LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA reported 4,000 shares, equal to 0.01% of portfolio, with an estimated market value of $638K.

What does the chart on this PSCI ownership page compare?

The chart compares LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's quarterly PSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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