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 | 679,741 | 4,710 | 0.17% | 0.16% | 1 | -32,651 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Arvest Bank Trust Division | History | Reduced | 35,743 | 247 | 0.01% | 0.01% | 2 | -977 | -2.66% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | New | 16,630 | 115 | 0.03% | — | 3 | +16,630 | New | Q1 2026 | May 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 15,230 | 105 | 0.09% | 0.07% | 4 | -4,475 | -22.71% | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | Added to | 6,950 | 48 | 0.0% | 0.0% | 5 | +49 | 0.71% | Q1 2026 | Apr 24, 2026 |
| Motiv8 Investments LLC | History | No change | 219 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 19, 2026 |