Fiduciary Group, LLC
All 13F Filings
- Location
- Savannah, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,170,974
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
96
(0.0% of total reported value)
· QoQ Δ:
+96
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 751.6 K | 64.2% | 0 | 269.2 K | -269.2 K |
| ETFs | 417.3 K | 35.6% | 253.3 K | 0 | 253.3 K |
| Debt | 2.01 K | 0.2% | 0 | 185 | -185 |
| Other | 0 | 0.0% | 0 | 3.656 K | -3.656 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
1,170,974
Holdings
296
QoQ value change ($000)
-19,633
(-1.6%)
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.