Fiduciary Group, LLC
All 13F Filings
- Location
- Savannah, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,274,886
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 305 | 1,274,886 | 13F-HR | Fiduciary Group, LLC |
| Q1 2026 | 5/11/2026 | 296 | 1,170,974 | 13F-HR | Fiduciary Group, LLC |
| Q4 2025 | 2/12/2026 | 296 | 1,190,607 | 13F-HR | Fiduciary Group, LLC |
| Q3 2025 | 11/12/2025 | 289 | 1,138,570 | 13F-HR | Fiduciary Group, LLC |
| Q2 2025 | 8/13/2025 | 285 | 1,062,530 | 13F-HR | Fiduciary Group, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 821.6 K | 64.4% | 69.97 K | 0 | 69.97 K |
| ETFs | 451.3 K | 35.4% | 34.1 K | 0 | 34.1 K |
| Debt | 1.948 K | 0.2% | 0 | 62 | -62 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,274,886
Holdings
305
QoQ value change ($000)
103,912
(8.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.