Fed Her MDT Balanced-InsQIBGX
13F holders, Q1 2026 (March 31)1holders
0new positions
0sold out
$21.76avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Fed Her MDT Balanced-Ins (QIBGX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($273K).
- Company
- Fed Her MDT Balanced-Ins
- Filed as
- FEDERATED HERMES MDT BALANCED IS (Q1 2026)
- CUSIP
- 31421R825
- Latest filing quarter
- Q1 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 386 shares bought, net +386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.22% | Add +3.2% | 12,545 | $273K |
"% of holder's portfolio" is QIBGX's weight in each manager's 13F, not the share of Fed Her MDT Balanced-Ins the manager owns.