Q1 2026 13F Detailed Holdings
-
Location
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Boston, MA
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Holdings as of
-
3/31/2026
-
Value ($000)
-
$542,347
-
Num holdings
-
350
-
Date filed
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5/7/2026
-
Form type
-
13F-HR
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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 |
| 5 |
PUZO MICHAEL J |
028-06165 |
| 6 |
SOMERVILLE KURT F |
028-10379 |
| 7 |
Kidder Stephen W |
028-11134 |
| 13 |
Dempze Nancy E |
028-17236 |
| 16 |
Elefante Mark B |
028-17226 |