Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q1 2026 (March 31)6holders +1
2new positions
0sold out
$6.93avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($4.7M), Arvest Bank Trust Division ($248K) and PSI Advisors, LLC ($115K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q1 2026)
- CUSIP
- 314172560
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $115K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 16,695 shares bought and 38,103 shares sold, net −21,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fulton Bank, N.A. | 0.17% | Reduce -4.6% | 679,741 | $4.7M |
| Arvest Bank Trust Division | 0.01% | Reduce -2.7% | 35,743 | $248K |
| PSI Advisors, LLC | 0.03% | New | 16,630 | $115K |
| Garton & Associates Financial Advisors LLC | 0.09% | Reduce -22.7% | 15,230 | $106K |
| Oakworth Capital, Inc. | 0.00% | Add +0.7% | 6,950 | $48K |
| McIlrath & Eck, LLC | 0.00% | New | 16 | $110 |
"% 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.