Key Client Fiduciary Advisors’s General Dynamics GD Stock Holding History

Key Client Fiduciary Advisors’s Portfolio GD Stock Details GD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	725 +1	+0.1%	+$343	0.07%	186
2026 Q1	$249K	Sell	724 -7	-1%	-$2.48K	0.08%	181
2025 Q4	$246K	Buy	731 +1	+0.1%	+$341	0.08%	174
2025 Q3	$249K	Sell	730 -3	-0.4%	-$946	0.08%	184
2025 Q2	$214K	Buy	+733	New	+$202K	0.09%	187
2025 Q1	–	Sell	-762	Closed	-$201K	–	198
2024 Q4	$201K	Sell	762 -48	-6%	-$13.8K	0.09%	183
2024 Q3	$245K	Buy	810 +11	+1%	+$3.23K	0.11%	171
2024 Q2	$232K	Buy	799 +17	+2%	+$4.98K	0.12%	162
2024 Q1	$221K	Buy	+782	New	+$209K	0.12%	161

Other funds holding GD

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Key Client Fiduciary Advisors's GD Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its General Dynamics (GD) stake by 0.14% in Q2 2026, buying an estimated $343 and bringing the position to 725 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #186.

Key Client Fiduciary Advisors first reported a position in GD in Q1 2024 and has held it in 9 quarters since. 734 funds tracked by Wall St. Rank hold GD as of Q2 2026.

Key Client Fiduciary Advisors held 725 shares of General Dynamics worth $257K as of Q2 2026.
Key Client Fiduciary Advisors bought 1 General Dynamics share in Q2 2026, an estimated $343.
General Dynamics made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #186 holding.
Key Client Fiduciary Advisors first reported a position in General Dynamics in Q1 2024 and has held it in 9 quarters since.
734 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.