Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q3 2025 (September 30)3holders +1
1new positions
0sold out
$6.52avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($4.7M), Arvest Bank Trust Division ($239K) and Oakworth Capital, Inc. ($43K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q3 2025)
- CUSIP
- 314172560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $43K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 6,615 shares bought and 19,488 shares sold, net −12,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.16% | Reduce -2.3% | 722,246 | $4.7M |
| Arvest Bank Trust Division | 0.01% | Reduce -6.2% | 36,720 | $239K |
| Oakworth Capital, Inc. | 0.00% | New | 6,615 | $43K |
"% 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.