Fiduciary Alliance’s Vulcan Materials VMC Stock Holding History

Fiduciary Alliance’s Portfolio VMC Stock Details VMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$476K	Sell	1,944 -164	-8%	-$44.6K	0.04%	325
2026 Q2	$622K	Sell	2,108 -739	-26%	-$212K	0.04%	329
2026 Q1	$829K	Sell	2,847 -543	-16%	-$160K	0.05%	288
2025 Q4	$967K	Sell	3,390 -2	-0.1%	-$587	0.06%	245
2025 Q3	$1.04M	Sell	3,392 -196	-5%	-$55.7K	0.07%	231
2025 Q2	$936K	Buy	3,588 +69	+2%	+$17.7K	0.07%	231
2025 Q1	$821K	Buy	3,519 +1,141	+48%	+$290K	0.08%	190
2024 Q4	$612K	Buy	+2,378	New	+$639K	0.06%	212
2023 Q3	–	Sell	-182	Closed	-$41K	–	921
2023 Q2	$41K	Buy	+182	New	+$34.9K	0.01%	339

Other funds holding VMC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fiduciary Alliance's VMC Position: Q3 2026 in Review

Fiduciary Alliance reduced its Vulcan Materials (VMC) stake by 7.8% in Q3 2026, selling an estimated $44.6K and leaving 1,944 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #325.

Fiduciary Alliance first reported a position in VMC in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2025. 227 funds tracked by Wall St. Rank hold VMC as of Q3 2026.

Fiduciary Alliance held 1,944 shares of Vulcan Materials worth $476K as of Q3 2026.
Fiduciary Alliance sold 164 Vulcan Materials shares in Q3 2026, an estimated $44.6K.
Vulcan Materials made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #325 holding.
Fiduciary Alliance first reported a position in Vulcan Materials in Q2 2023 and has held it in 9 quarters since.
Fiduciary Alliance's Vulcan Materials position peaked at $1.04M in Q3 2025.
227 funds tracked by Wall St. Rank held Vulcan Materials as of Q3 2026.

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