Fiduciary Trust Co.
Fiduciary Trust Company is a privately held wealth management and trust bank headquartered in Boston, Massachusetts, serving high-net-worth individuals, families, foundations, and endowments since 1885. With over 90 years of experience, the firm offers a full range of investment management, wealth planning, trust administration, and estate settlement services. The company is known for its custom, client-focused solutions and fiduciary commitment. Fiduciary Trust has received numerous industry awards, has a longstanding reputation for integrity, and employs a team of experienced professionals dedicated to serving generations of clients.
Investment Strategy
Fiduciary Trust Company employs a disciplined investment process focused on preserving and growing clients’ real, after-tax wealth while meeting specific return objectives. Portfolios are tailored, leveraging a global approach across public and private markets and both passive and active strategies. The firm continuously evaluates opportunities across markets and integrates Environmental, Social, and Governance (ESG) criteria into decision-making to enhance returns and align with client values. Their investment philosophy prioritizes risk management, tax efficiency, and comprehensive research supported by dedicated strategy, due diligence, and portfolio implementation teams.
Latest 13F Filing Activity
Fiduciary Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 820 equity positions with a total 13F market value of $8B. The fund increased holdings in Coupang Inc., Ishares TR, Microsoft Corp. among other positions. Fiduciary Trust Co. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (820)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.03% | $977.7M | 1,574,671 | $288.84 | $620.90 | +$89.1M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 5.77% | $468.6M | 643 | $674528.79 | $728800.00 | -$44.8M |
C CPNG | COUPANG INC | 4.69% | $380.8M | 12,711,438 | $27.64 | $29.96 | +$96.3M |
I IEFA | ISHARES TR | 4.62% | $375.7M | 4,500,599 | $68.39 | $83.48 | +$56.6M |
T TJX | TJX COS INC NEW | 4.47% | $363.3M | 2,942,078 | $49.60 | $123.49 | +$9.4M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
A Anthony Hong | Research Analyst | Boston, MA , United States | |
 | Investment Officer - Vice President | Boston, MA , United States | |
D Derek Johnston | Vice President - Investment Officer | Boston, MA , United States | |
 | Investment Research Analyst | Boston, MA , United States | |
E Emily Griset | Vice President and Investment Officer | Boston, MA , United States | |
 | Lead Trader, Portfolio Solutions Analyst | Boston, MA , United States | |
 | Vice President and Investment Officer | Boston, MA , United States | |
 | Vice President - Investment Officer | Boston, MA , United States | |
 | Vice President - Investment Officer | Merrimack, NH , United States | |
N Neal Hegge | Investment Officer | Boston, MA , United States |