Position in FHI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$4,100,926
+$757,668 QoQ
Shares Held
72,314
+12.6% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026DGS Capital Management, LLC holds $14,757,968 across 15 Asset Management names. FHI ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
This page
|
72,314 | $4,100,926 | |
| 2 | SEIC |
Sei Investments Co
|
29,030 | $2,277,984 | |
| 3 | STT |
State Street Corp
|
16,611 | $2,102,288 | |
| 4 | AAMI |
Acadian Asset Management Inc.
|
29,489 | $1,604,791 | |
| 5 | APAM |
Artisan Partners Asset Management Inc.
|
39,243 | $1,428,052 | |
| 6 | TROW |
Price T Rowe Group Inc
|
12,011 | $1,082,671 | |
| 7 | IVZ |
Invesco Ltd.
|
17,220 | $418,273 | |
| 8 | PFG |
Principal Financial Group Inc
|
4,425 | $398,736 |
All Filings in FHI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,100,926 | 72,314 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,343,258 | 64,207 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $2,681,924 | 51,645 | Shares | Sole | 2026-02-24 | |
| 2025-06-30 | $2,006,011 | 45,262 | Shares | Sole | 2026-02-24 | |
| 2025-03-31 | $1,322,782 | 32,445 | Shares | Sole | 2026-02-24 | |
| 2024-12-31 | $912,806 | 22,204 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $761,690 | 20,715 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $650,497 | 19,784 | Shares | Sole | 2024-12-10 | |
| 2024-03-31 | $613,028 | 16,972 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $313,475 | 9,258 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $293,788 | 8,674 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $240,912 | 6,720 | Shares | Sole | 2024-01-30 | |
| 2023-03-31 | $200,178 | 4,987 | Shares | Sole | 2023-06-16 | |
| No filing history on record for this holder in this stock. | ||||||