KMG FIDUCIARY PARTNERS, LLC SYFI — AB ACTIVE ETFS INC

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  5 quarters on record

AI Ownership Summary

KMG FIDUCIARY PARTNERS, LLC reported AB ACTIVE ETFS INC (SYFI) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q3. The latest visible filing shows SYFI at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SYFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KMG FIDUCIARY PARTNERS, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SYFI was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SYFI stock page KMG FIDUCIARY PARTNERS, LLC fund profile KMG FIDUCIARY PARTNERS, LLC full holdings
How KMG FIDUCIARY PARTNERS, LLC held SYFI — position size vs. price
% of Fund (quarterly)    SYFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 35,953 +4,196 +13.2% 0.09% $1.3M 2025-10-10 $34.07
2025 Q2 ADDED — — — 31,757 +3,192 +11.2% 0.08% $1.1M 2025-07-10 $33.70
2025 Q1 ADDED — — — 28,565 +4,594 +19.2% 0.08% $1.0M 2025-04-14 $32.19
2024 Q4 ADDED — — — 23,971 +4,299 +21.9% 0.07% $855K 2025-01-15 $32.80
2024 Q3 INITIATED — — — 19,672 — — 0.06% $707K 2024-10-17 $32.21

🏢 Other funds also holding SYFI

As of 2026 Q2 — sorted by position size

Wagner Wealth Management, LLC 3Y 7Y 8.22% RMR Capital Management, LLC 3.04% Stonebridge Financial Group, LLC / MO 2.41% Next Level Private LLC 3Y 1.78% SageGuard Financial Group, LLC 0.61% TME FINANCIAL, INC. 0.53% Advisory Resource Group 3Y 7Y 0.42% KPP Advisory Services LLC 0.39% Tortuga Wealth Management, Inc 0.23% Capital Investment Advisory Services, LLC 3Y 7Y 0.11%

FAQ About KMG FIDUCIARY PARTNERS, LLC and SYFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has KMG FIDUCIARY PARTNERS, LLC reported owning SYFI?

KMG FIDUCIARY PARTNERS, LLC reported SYFI across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported SYFI position in KMG FIDUCIARY PARTNERS, LLC's portfolio?

The largest reported portfolio weight for SYFI was 0.09% in 2025 Q3.

What is the latest reported SYFI position on this page?

The most recent filing on this page is 2025 Q3, when KMG FIDUCIARY PARTNERS, LLC reported 35,953 shares, equal to 0.09% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SYFI ownership page compare?

The chart compares KMG FIDUCIARY PARTNERS, LLC's quarterly SYFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KMG FIDUCIARY PARTNERS, LLC time their SYFI position?

Based on 13F filing dates vs. subsequent SYFI price moves, KMG FIDUCIARY PARTNERS, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SYFI relative to SPY over the holding period was -6.9%.

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