Vault-13

FEDERATED HERMES EQUITY FDS SVAIX

FH STRA DVD IS · Open-End Fund · CUSIP 314172560

3 institutional holders -3 vs Q1 2026
1,211,9071.2m shares reported held*
$8.6mreported value*
1 new 1 added 1 reduced 3 sold out net bought ≈ $3.2m (+457.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.13.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 4Q4 22: 3Q1 23: 3Q2 23: 4Q3 23: 3Q4 23: 3Q1 24: 3Q2 24: 2Q3 24: 2Q4 24: 2Q1 25: 2Q2 25: 2Q3 25: 3Q4 25: 5Q1 26: 6Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20223
Q1 20233
Q2 20234
Q3 20233
Q4 20233
Q1 20243
Q2 20242
Q3 20242
Q4 20242
Q1 20252
Q2 20252
Q3 20253
Q4 20255
Q1 20266
Q2 20263

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 0 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 2 cut or sold outQ2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 2 cut or sold outQ4 25: 2 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 3 cut or sold outQ2 26: 2 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202402
Q1 202502
Q2 202501
Q3 202512
Q4 202521
Q1 202633
Q2 202624

Biggest buyers

Ethos Financial Group, LLC New +551,453+551.5k
OAKWORTH CAPITAL, INC. Added +73+73

Biggest sellers

Arvest Bank Trust Division Sold out -35,743-35.7k
Fulton Bank, N.A. Reduced -26,310-26.3k
PSI Advisors, LLC Sold out -16,630-16.6k
Garton & Associates Financial Advisors LLC Sold out -15,230-15.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fulton Bank, N.A. 0.14% of their portfolio Lancaster, PA 653,431653.4k $4.5m $4.5m 0.14% Reduced -26.3k -26,310
2 Ethos Financial Group, LLC 0.27% of their portfolio KING OF PRUSSIA, PA 551,453551.5k $4.1m $4.1m 0.27% New
3 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 7,0237.0k $48.9k $48.9k 0.00% Added +73 +73