ABLE Financial Group, LLC

Position in FHI — Federated Hermes, Inc.

CIK 1977500 SCOTTSDALE, AZ

Position in FHI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,417,145

+$273,281 QoQ

Shares Held

43,773

+15.8% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

1.41%

of 13F equity value

Holder Rank

#106

of 388 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ABLE Financial Group, LLC holds $6,298,963 across 4 Asset Management names. FHI ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FHI	Federated Hermes, Inc. This page	43,773	$2,417,145
2	NTRS	Northern Trust Corp	13,865	$2,410,291
3	BLK	BlackRock, Inc.	915	$879,827
4	RJF	Raymond James Financial Inc	3,892	$591,700

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,417,145	43,773	+15.8%	Shares	Sole	2026-07-22
2026-03-31	$2,143,864	37,804	-19.6%	Shares	Sole	2026-04-21
2025-12-31	$2,447,498	47,004	+10.5%	Shares	Sole	2026-01-23
2025-09-30	$2,209,621	42,550	-0.7%	Shares	Sole	2025-10-10
2025-06-30	$1,899,023	42,848	+7.5%	Shares	Sole	2025-07-14
2025-03-31	$1,625,092	39,860	+7.3%	Shares	Sole	2025-04-28
2024-12-31	$1,527,812	37,164	+19.3%	Shares	Sole	2025-02-27
2024-09-30	$1,145,164	31,144	+23.9%	Shares	Sole	2024-11-01
2024-06-30	$826,208	25,128	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.