Fiduciary Trust Co Portfolio Changes in Q2 2026: Strategic Shifts and Technology Focus

Fiduciary Trust Co Portfolio Changes in Q2 2026

According to the latest filing from Fiduciary Trust Co, significant adjustments occurred within its portfolio during the second quarter of 2026. The total portfolio value remained substantial at $9.03 billion, reflecting stability despite changes in individual holdings.

Notable Purchases This Quarter

Fiduciary Trust Co demonstrated active buying behavior in several areas during Q2:

• DVN (DEVON ENERGY CORP NEW): The investor significantly increased exposure to Energy sector ETFs, acquiring shares that boosted its allocation by a remarkable +890.6% compared to the previous period (DVN). This suggests renewed confidence in energy-related assets.
• KLAC (KLA CORP): A substantial purchase occurred in Technology sector stocks, specifically acquiring shares of KLA Corp (KLAC). This resulted in a +84.3% increase in KLAC's share count within the portfolio.
• VGT (VANGUARD WORLD FD): The investor also showed strong interest in broad Technology ETFs, notably increasing its position in VANGUARD WORLD FD (VGT) by +684.18%. This significant buy indicates a focus on diversified tech holdings.
• NOW (SERVICENOW INC): Another Technology purchase was observed in SERVICENOW INC (NOW), with the investor adding shares and increasing its allocation by +195.72%.
• IWF (ISHARES TR): The investment in ISHARES TR ETFs (IWF) saw a notable increase, with the investor boosting its position by +290.62%.

  Strategic Reductions and Sector Insights

  In addition to these purchases, Fiduciary Trust Co also made strategic reductions in certain sectors:

  • CPNG (COUPANG INC): The investor decreased its position in COUPANG INC (CPNG) by -2.28%, a relatively modest reduction but noteworthy given the stock's allocation.
  • EIPX (FIRST TR EXCHANGE-TRADED FD): The position in FIRST TR EXCHANGE-TRADED FD (EIPX) was reduced by -2.61%.
  • EPS (WISDOMTREE TR): WISDOMTREE TR ETFs (EPS) saw a decrease of -4.33%, impacting its portfolio allocation.

  The Technology sector, despite these changes, remains a significant focus for Fiduciary Trust Co, with holdings like KLAC and NOW showing strong buying activity during the quarter.

  Overall Portfolio Dynamics

  Fiduciary Trust Co's portfolio continues to be diversified across various sectors. The filing indicates active management, with changes observed in numerous positions (Fiduciary Trust Co). While the Technology sector saw substantial inflows, other sectors like Energy also benefited from buying activity.

  The portfolio's top holdings by weight include major names like ISHARES TR (IVV), BERKSHIRE HATHAWAY INC DEL (BRK-A), and VANGUARD TAX-MANAGED FDS (VEA). However, the significant changes in positions like KLAC highlight active adjustments even within core allocations.

  Conclusion

  Fiduciary Trust Co's Q2 2026 activity reveals a dynamic investment strategy focused on specific sectors and ETFs. The investor showed strong buying interest, particularly in Energy and Technology stocks/ETFs like KLAC, NOW, DVN, VGT, and IWF (Fiduciary Trust Co). Conversely, positions such as CPNG, EIPX, and EPS were reduced. This analysis provides a snapshot of the investor's recent portfolio movements based on available disclosures.