Fed Her MDT Balanced-InsQIBGX

13F holders, Q4 2025 (December 31)
1holders
$22.29avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding Fed Her MDT Balanced-Ins (QIBGX) in their 13F filings. The largest holder was Garton & Associates Financial Advisors LLC ($271K).

Company
Fed Her MDT Balanced-Ins
Filed as
FEDERATED HERMES MDT BALANCED IS (Q4 2025)
CUSIP
31421R825
Latest filing quarter
Q1 2026

History

Number of 13F holders

01 Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026

Total Exit/New Position Q4 2025

No earlier quarter to compare with.

Ownership 1 holders

Garton & Associates Financial Advisors LLC 0.16% — 12,159 $271K

"% 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.