Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q1 2025 (March 31)2holders
0new positions
0sold out
$6.30avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($5.1M) and Arvest Bank Trust Division ($247K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q1 2025)
- CUSIP
- 314172560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 54,362 shares sold, net −54,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.20% | Reduce -3.2% | 805,909 | $5.1M |
| Arvest Bank Trust Division | 0.02% | Reduce -41.8% | 39,131 | $247K |
"% 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.