Fiduciary Financial Group
MSFT icon

Fiduciary Financial Group’s Microsoft MSFT Stock Holding History

Fiduciary Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.93M Sell
13,502
-85
-0.6% -$39.3K 0.81% 23
2026
Q2 		$5.07M Buy
13,587
+1,743
+15% +$705K 0.57% 34
2026
Q1 		$4.38M Buy
11,844
+1,339
+13% +$560K 0.58% 33
2025
Q4 		$5.08M Buy
10,505
+521
+5% +$261K 0.72% 25
2025
Q3 		$5.17M Buy
9,984
+105
+1% +$53.6K 0.82% 25
2025
Q2 		$4.86M Buy
9,879
+148
+2% +$64.3K 0.88% 25
2025
Q1 		$3.71M Buy
9,731
+422
+5% +$172K 0.81% 25
2024
Q4 		$3.9M Buy
9,309
+373
+4% +$159K 0.85% 24
2024
Q3 		$3.71M Buy
8,936
+254
+3% +$109K 0.85% 26
2024
Q2 		$3.9M Buy
+8,682
New +$3.67M 0.94% 26

Other funds holding MSFT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Fiduciary Financial Group's MSFT Position: Q3 2026 in Review

Fiduciary Financial Group reduced its Microsoft (MSFT) stake by 0.63% in Q3 2026, selling an estimated $39.3K and leaving 13,502 shares worth $6.93M. The position accounts for 0.81% of the portfolio, ranked #23.

Fiduciary Financial Group first reported a position in MSFT in Q2 2024 and has held it in 10 quarters since. 2,762 funds tracked by Wall St. Rank hold MSFT as of Q3 2026.

  • Fiduciary Financial Group held 13,502 shares of Microsoft worth $6.93M as of Q3 2026.
  • Fiduciary Financial Group sold 85 Microsoft shares in Q3 2026, an estimated $39.3K.
  • Microsoft made up 0.81% of Fiduciary Financial Group's portfolio in Q3 2026, its #23 holding.
  • Fiduciary Financial Group first reported a position in Microsoft in Q2 2024 and has held it in 10 quarters since.
  • 2,762 funds tracked by Wall St. Rank held Microsoft as of Q3 2026.

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