Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q4 2025 (December 31)5holders +2
1new positions
0sold out
$6.39avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($4.6M), Arvest Bank Trust Division ($235K) and Garton & Associates Financial Advisors LLC ($126K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q4 2025)
- CUSIP
- 314172560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 505 shares bought and 9,854 shares sold, net −9,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.16% | Reduce -1.4% | 712,392 | $4.6M |
| Arvest Bank Trust Division | 0.01% | No change | 36,720 | $235K |
| Garton & Associates Financial Advisors LLC | 0.07% | — | 19,705 | $126K |
| Oakworth Capital, Inc. | 0.00% | Add +4.3% | 6,901 | $44K |
| Motiv8 Investments LLC | 0.00% | New | 219 | $1K |
"% 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.