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Fiduciary Alliance’s Advanced Drainage Systems WMS Stock Holding History

Fiduciary Alliance’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$224K Hold
1,765
– – 0.02% 467
2026
Q2 		$277K Hold
1,765
– – 0.02% 460
2026
Q1 		$261K Hold
1,765
– – 0.02% 475
2025
Q4 		$256K Hold
1,765
– – 0.02% 450
2025
Q3 		$245K Hold
1,765
– – 0.02% 448
2025
Q2 		$203K Buy
+1,765
New +$198K 0.02% 461

Other funds holding WMS

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fiduciary Alliance's WMS Position: Q3 2026 in Review

Fiduciary Alliance held its Advanced Drainage Systems (WMS) position steady in Q3 2026 at 1,765 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #467.

Fiduciary Alliance first reported a position in WMS in Q2 2025 and has held it in 6 quarters since. The position peaked at $277K in Q2 2026. 34 funds tracked by Wall St. Rank hold WMS as of Q3 2026.

  • Fiduciary Alliance held 1,765 shares of Advanced Drainage Systems worth $224K as of Q3 2026.
  • Fiduciary Alliance left its Advanced Drainage Systems share count unchanged in Q3 2026.
  • Advanced Drainage Systems made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #467 holding.
  • Fiduciary Alliance first reported a position in Advanced Drainage Systems in Q2 2025 and has held it in 6 quarters since.
  • Fiduciary Alliance's Advanced Drainage Systems position peaked at $277K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2026.

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