Federated Hermes Equity Funds - SVAIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Reduced | 712,392 | 4,552 | 0.16% | 0.16% | 1 | -9,854 | -1.36% | Q4 2025 | Jan 08, 2026 |
| Arvest Bank Trust Division | History | No change | 36,720 | 234 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 19,705 | 125 | 0.07% | — | 3 | +19,705 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | Added to | 6,901 | 44 | 0.0% | 0.0% | 4 | +286 | 4.32% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 219 | 1 | 0.0% | — | 5 | +219 | New | Q4 2025 | Feb 13, 2026 |