Kmg Fiduciary Partners Portfolio Shifts in Q2 2026: Key Purchases & Sales Observed
Analysis of holdings changes by Kmg Fiduciary Partners, LLC for the period ending June 30, 2026. Focuses on significant stock additions and reductions.
For its portfolio as of June 30, 2026, Kmg Fiduciary Partners, Llc has demonstrated notable activity in the form of specific purchases and sales during this quarter.
The investor's portfolio saw a significant increase in exposure to certain sectors or instruments. A major purchase was observed in J P MORGAN EXCHANGE TRADED FUNDS (JPST), which experienced a 100% jump in its position during the quarter, adding substantial weight to the portfolio. Other buying activities included NORDIC AMERICAN TANKERS LIMITE (G65773106) and various ETFs like CAPITAL GRP FIXED INCM ETF T (CGMS), FIDELITY COVINGTON TRUST (FDVV), and others, although the latter three saw very small allocations.
Conversely, Kmg Fiduciary Partners also significantly reduced or exited several holdings during Q2 2026. The investor sold a large portion of their stake in FIDELITY MERRIMACK STR TR (FBND), reducing its position by approximately 64.15% compared to the previous quarter, effectively exiting it given the negative change percentage and the context of "changed_holdings."
Furthermore, substantial reductions were noted in other exchange-traded funds such as AMAZON COM INC (AMZN), down by 17.26%, and CISCO SYS INC (CSCO), which saw a significant decrease of -38.41% in its position, indicating an active selling stance on this stock.
The portfolio also experienced notable changes with several other stocks showing significant reductions or exits: FIDELITY COVINGTON TRUST (FDVV) was sold down by 91.95%, and others like AMERICAN CENTY ETF TR (AVLV), ISHARES TR (IVW), and ISHARES TR (IEFA) also saw major decreases or exits, with sell-offs exceeding 90% in some cases.
In summary, Kmg Fiduciary Partners' portfolio for the second quarter of 2026 reflects a dynamic approach to investing. The investor was active in both buying new positions and selling existing ones, including significant reductions or exits from holdings like FBND, AMZN, CSCO, AVLV, FDVV, IVW, IEFA, while simultaneously increasing exposure through purchases such as JPST.