Key Client Fiduciary Advisors, LLC - Portfolio Stock Holdings
Key Client Fiduciary Advisors, LLC disclosed 231 stock positions in a recent SEC 13F filing. $355,179,415 of stock holdings were filed, with the largest holdings including RDVY, GLXY, and CIBR. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 19, 2026.We estimate the fund has a total AUM of $896,330,281 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
231Est. Stock Holding Value:
$355,179,415Top Stock Holdings By Sector
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Portfolio Stock Holdings - Key Client Fiduciary Advisors, LLC
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Portfolio Options Holdings - Key Client Fiduciary Advisors, LLC
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