Fiduciary Trust Co 13F annual report - wallmine.com

Fiduciary Trust Co is an investment fund managing more than $6.65 trillion ran by Nicholas Ordway. There are currently 528 companies in Mr. Ordway’s portfolio. The largest investments …


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$6.65
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Fiduciary Trust Co 13F Annual Report - Wallmine.com

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Fiduciary Trust Co is an investment fund managing more than $6.65 trillion ran by Nicholas Ordway. There are currently 528 companies in Mr. Ordway’s portfolio. The largest investments …

wallmine.com

$5.67
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Fiduciary Trust Co 13F Annual Report (2023) – Wallmine.com

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$5.67 trillion Assets Under Management (AUM) As of 25th July 2023, Fiduciary Trust Co’s top holding is 9,896,133 shares of Ishares Tr currently worth over $1.23 trillion and mak

wallmine.com

$5.38
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Fiduciary Trust Co 13F Annual Report (2023) – Wallmine.com

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$5.38 trillion Assets Under Management (AUM) As of 11th May 2023, Fiduciary Trust Co’s top holding is 9,262,768 shares of Ishares Tr currently worth over $1.15 trillion and maki

wallmine.com

$851
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Fiduciary 13F Annual Report (2024) - Wallmine

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Fiduciary is an investment fund managing more than $851 billion ran by Joel Goodman. There are currently 213 companies in Mr. Goodman’s portfolio. The largest investments include Ishares …

wallmine.com

$609
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Fiduciary Trust International 13F Annual Report - Wallmine.com

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Fiduciary Trust International is an investment fund managing more than $609 million ran by Beth Lehman. There are currently 133 companies in Mrs. Lehman’s portfolio. The largest …

wallmine.com

$6661579093
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FIDUCIARY TRUST COMPANY Top 13F Holdings

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Fiduciary Trust Company is based out of Boston. Their last reported 13F filing for Q2 2024 included $6,661,579,093 in managed 13F securities and a top 10 holdings concentration of …

whalewisdom.com

98%
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2022 Annual Report Letter - Fiduciary Trust

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The Company maintained its decades-long 98% average annual client retention rate during 2022. Furthermore, due to the team’s continued focus on distinctive client service, strong investment …

fiduciary-trust.com

$253
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Fiduciary Family Office 13F Annual Report (2024) - Wallmine

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Fiduciary Family Office is an investment fund managing more than $253 billion ran by Tabitha Meyerer. There are currently 176 companies in Mrs. Meyerer’s portfolio. The largest …

wallmine.com

$320
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Fiduciary Management Inc Wi/ 13F Annual Report - Wallmine.com

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In the most recent 13F filing, Fiduciary Management Inc wi/ revealed that it had opened a new position in Ferguson Enterprises and bought 1,652,273 shares worth $320 billion. The …

wallmine.com

$3.54
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Diversified Trust Co 13F Annual Report (2024) - Wallmine

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$3.54 trillion Assets Under Management (AUM) As of 9th July 2024, Diversified Trust Co’s top holding is 1,405,010 shares of Vanguard Index Fds currently worth over $514 billion and …

wallmine.com

$27
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Captrust Financial Advisors 13F Annual Report - Wallmine.com

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Captrust Financial Advisors is an investment fund managing more than $27.2 trillion ran by Denise Buchanan. There are currently 2135 companies in Mrs. Buchanan’s portfolio. The …

wallmine.com


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