Fiduciary Alliance
STRL icon

Fiduciary Alliance’s Sterling Infrastructure STRL Stock Holding History

Fiduciary Alliance’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$429K Sell
872
-147
-14% -$82.7K 0.03% 344
2026
Q2 		$855K Buy
1,019
+246
+32% +$173K 0.06% 286
2026
Q1 		$353K Buy
+773
New +$302K 0.02% 421

Other funds holding STRL

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
CMG Global Holdings
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Balboa Wealth Partners
Balboa Wealth Partners Scottsdale, Arizona $748M AUM 37.86% 1-Year Est. Return

Fiduciary Alliance's STRL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Sterling Infrastructure (STRL) stake by 14% in Q3 2026, selling an estimated $82.7K and leaving 872 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #344.

Fiduciary Alliance first reported a position in STRL in Q1 2026 and has held it in 3 quarters since. The position peaked at $855K in Q2 2026. 130 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • Fiduciary Alliance held 872 shares of Sterling Infrastructure worth $429K as of Q3 2026.
  • Fiduciary Alliance sold 147 Sterling Infrastructure shares in Q3 2026, an estimated $82.7K.
  • Sterling Infrastructure made up 0.03% of Fiduciary Alliance's portfolio in Q3 2026, its #344 holding.
  • Fiduciary Alliance first reported a position in Sterling Infrastructure in Q1 2026 and has held it in 3 quarters since.
  • Fiduciary Alliance's Sterling Infrastructure position peaked at $855K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.