Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q2 2026 (June 30)3holders −3
1new positions
3sold out
$7.13avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, down 3 from Q1 2026. 1 opened new positions and 3 sold out. The largest holders were Fulton Bank, N.A. ($4.5M), Ethos Financial Group, LLC ($4.1M) and Oakworth Capital, Inc. ($49K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q2 2026)
- CUSIP
- 314172560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.1M |
| Exits | 3 | $468K |
All 13F filers, Q1 2026 → Q2 2026: 551,526 shares bought and 93,913 shares sold, net +457,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.14% | Reduce -3.9% | 653,431 | $4.5M |
| Ethos Financial Group, LLC | 0.27% | New | 551,453 | $4.1M |
| Oakworth Capital, Inc. | 0.00% | Add +1.1% | 7,023 | $49K |
"% of holder's portfolio" is SVAIX's weight in each manager's 13F, not the share of Fed Herm Strat Val DVD-Is the manager owns.