Fiduciary Alliance LLC

Position in WMS — Advanced Drainage Systems, Inc.

CIK 1954805 GREENVILLE, SC

Position in WMS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$277,034

+$35,000 QoQ

Shares Held

1,765

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#384

of 544 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Fiduciary Alliance LLC holds $2,357,915 across 4 Building Products & Equipment names. WMS ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,371	$1,164,540
2	LII	Lennox International Inc	1,193	$683,529
3	WMS	Advanced Drainage Systems, Inc. This page	1,765	$277,034
4	CARR	CARRIER GLOBAL Corp	3,174	$232,812

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,034	1,765	0.0%	Shares	Sole	2026-07-20
2026-03-31	$242,034	1,765	0.0%	Shares	Sole	2026-04-20
2025-12-31	$255,624	1,765	0.0%	Shares	Sole	2026-01-22
2025-09-30	$244,805	1,765	0.0%	Shares	Sole	2025-10-08
2025-06-30	$202,727	1,765	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.