Sound View Wealth Advisors Group, LLC
Position in FHI — Federated Hermes, Inc.
CIK 1784777
SAVANNAH, GA
Position in FHI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$270,109
-$24,919 QoQ
Shares Held
4,763
-15.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Sound View Wealth Advisors Group, LLC holds $7,978,603 across 14 Asset Management names. FHI ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
216,565 | $2,230,619 | |
| 2 | BLK |
BlackRock, Inc.
|
1,336 | $1,284,844 | |
| 3 | BX |
Blackstone Inc.
|
8,037 | $924,174 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $920,554 | |
| 5 | UTG |
Reaves Utility Income Fund
|
13,749 | $540,060 | |
| 6 | TPG |
TPG Inc.
|
11,830 | $479,233 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,235 | $291,505 | |
| 8 | FHI |
Federated Hermes, Inc.
This page
|
4,763 | $270,109 |
All Filings in FHI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,109 | 4,763 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $295,028 | 5,666 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $305,659 | 5,886 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $304,256 | 6,865 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $519,532 | 12,743 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $749,887 | 18,241 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $880,089 | 23,935 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,190,814 | 36,217 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,298,766 | 35,957 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,318,948 | 38,953 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,319,473 | 38,957 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,397,361 | 38,978 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,564,576 | 38,978 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,414,383 | 38,953 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,278,498 | 38,602 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,227,157 | 38,602 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,475,990 | 43,335 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,724,358 | 45,885 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,586,032 | 48,801 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,814,964 | 53,523 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,047,078 | 33,453 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $966,457 | 33,453 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $669,563 | 31,128 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $287,836 | 12,145 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $221,780 | 11,642 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||