Position in FHI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$498,967
-$1,378,360 QoQ
Shares Held
9,036
-72.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#216
of 388 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Archford Capital Strategies, LLC holds $2,760,607 across 5 Asset Management names. FHI ranks #3 (18.1% of the industry book) .
All Filings in FHI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,967 | 9,036 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,877,327 | 33,104 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,268,321 | 24,358 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||