Position in FHI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,131,071
-$90,519 QoQ
Shares Held
20,483
-4.9% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#164
of 391 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Marshall Financial Group, LLC holds $26,820,080 across 10 Asset Management names. FHI ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
544,511 | $21,905,677 | |
| 2 | BX |
Blackstone Inc.
|
10,422 | $1,226,356 | |
| 3 | FHI |
Federated Hermes, Inc.
This page
|
20,483 | $1,131,071 | |
| 4 | VCTR |
Victory Capital Holdings, Inc.
|
12,357 | $1,038,729 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,793 | $822,556 | |
| 6 | SEIC |
Sei Investments Co
|
3,014 | $264,357 | |
| 7 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
20,000 | $151,200 | |
| 8 | CRF |
Cornerstone Total Return Fund Inc
|
18,065 | $129,706 |
All Filings in FHI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,071 | 20,483 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,221,590 | 21,541 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,127,523 | 21,654 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,195,636 | 23,024 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $983,904 | 22,200 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||