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 | 614,211 | 4,158 | 0.13% | 0.14% | 1 | -39,220 | -6.0% | Q3 2026 | Oct 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 551,453 | 4,058 | 0.27% | 0.27% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakworth Capital, Inc. | History | Added to | 7,068 | 47 | 0.0% | 0.0% | 3 | +45 | 0.64% | Q3 2026 | Oct 26, 2026 |