Position in FHI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,221,590
+$94,067 QoQ
Shares Held
21,541
-0.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Marshall Financial Group, LLC holds $29,634,918 across 9 Asset Management names. FHI ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CEF |
Sprott Physical Gold & Silver Trust
|
544,328 | $25,975,332 | |
| 2 | FHI |
Federated Hermes, Inc.
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|
21,541 | $1,221,590 | |
| 3 | SEIC |
Sei Investments Co
|
12,045 | $945,171 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,657 | $736,370 | |
| 5 | BX |
Blackstone Inc.
|
3,546 | $407,754 | |
| 6 | CRF |
Cornerstone Total Return Fund Inc
|
18,065 | $125,551 | |
| 7 | ETJ |
Eaton Vance Risk-Managed Diversified Equity Income Fund
|
12,025 | $98,244 | |
| 8 | CLM |
Cornerstone Strategic Investment Fund, Inc.
|
10,000 | $72,800 |
All Filings in FHI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||