Federated Herm Kaufmann-AKAUAX
13F holders, Q1 2025 (March 31)2holders +1
1new positions
0sold out
$5.03avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Federated Herm Kaufmann-A (KAUAX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($153K) and RiverFront Investment Group, LLC ($117K).
- Company
- Federated Herm Kaufmann-A
- CUSIP
- 314172677
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $117K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 23,226 shares bought, net +23,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Financial Gravity Asset Management, Inc. | 0.03% | — | 30,502 | $153K |
| RiverFront Investment Group, LLC | 0.00% | New | 23,226 | $117K |
"% of holder's portfolio" is KAUAX's weight in each manager's 13F, not the share of Federated Herm Kaufmann-A the manager owns.