FIDUCIARY TRUST CO
•CIK: 35442•Filing: Q4 2025
Fiduciary Trust Co. manages $8.8 billion, focusing on a diversified portfolio with top holdings in IVV, BRK/A, and AAPL, reflecting a preference for blue-chip stability and growth potential. Recently, the fund has made notable shifts by adding SLB and IEMG significantly, while cutting FISV and GBTC, indicating a strategic pivot towards energy and emerging markets amidst a broader market reassessment.
Total AUM
$8.8B
QoQ Performance
-0.3%
Positions
729
Top 10 Concentration
50.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BRK.A
TJX
IVV12.1%
BRK.A5.5%
TJX5.1%
AAPL4.7%
IEFA4.6%
MSFT3.6%
VEA3.4%
CPNG3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.1%
Technology18.3%
ETF14.0%
Healthcare4.4%
Financial4.3%
Consumer4.2%
Industrial1.6%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+643 more exited positions
Changes from Q3 2025
NEW1 new position
↑31 increased
↓163 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022