PUZO MICHAEL J

Q2 2025 13F Detailed Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Value ($000)
$350,974
Num holdings
316
Date filed
7/23/2025
Form type
13F-HR
Prev filing
4/21/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Broderick Brian C 028-11136
6 SOMERVILLE KURT F 028-10379
7 Kidder Stephen W 028-11134
13 Dempze Nancy E 028-17236
16 Elefante Mark B 028-17226