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Fiduciary Alliance LLC → MSFT

Fiduciary Alliance LLC MSFT Position History

Microsoft Corporation • Technology

Quarters held
4
Latest value
$40.3M
Q3 2026
Peak value
$56.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$56.2M
Q1 2026$47.5M
Q2 2026$32.8M
Q3 2026$40.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$40.3M78.6K——
Q2 2026$32.8M88.0K——
Q1 2026$47.5M115.6K——
Q4 2025$56.2M116.2K——

Other funds holding MSFT

Other Fiduciary Alliance LLC positions

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JPM-PM

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STT-PG

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$43.7M
STT-PG

STATE STREET SPDR PORTFOLIO S&P 500 ETF

$40.8M