Federated Herm Kaufmann-RKAUFX
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$5.16avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Federated Herm Kaufmann-R (KAUFX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($89K), First Merchants Corp. ($56K) and McIlrath & Eck, LLC ($30K).
- Company
- Federated Herm Kaufmann-R
- CUSIP
- 314172644
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 5,883 shares bought and 3,357 shares sold, net +2,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Moody LYNN Lieberson & Walker, LLC | 0.01% | Reduce -16.4% | 17,152 | $89K |
| First Merchants Corp. | 0.00% | No change | 10,902 | $56K |
| McIlrath & Eck, LLC | 0.00% | New | 5,883 | $30K |
"% of holder's portfolio" is KAUFX's weight in each manager's 13F, not the share of Federated Herm Kaufmann-R the manager owns.