Fed Herm Strat Val DVD-IsSVAIX

13F holders, Q3 2024 (September 30)
2holders
0new positions
0sold out
$6.30avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($5.4M) and Arvest Bank Trust Division ($425K).

Company
Fed Herm Strat Val DVD-Is
Filed as
FEDERATED HERMES EQUITY FDS (Q3 2024)
CUSIP
314172560
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 44,182 shares sold, net −44,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Fulton Bank, N.A. 0.21% Reduce -4.9% 856,310 $5.4M
Arvest Bank Trust Division 0.02% — 67,478 $425K

"% 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.