Private Wealth Management Group, LLC

Position in FHI — Federated Hermes, Inc.

CIK 2011342 PRINCETON, NJ

Position in FHI

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$6,294

+$515 QoQ

Shares Held

111

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Private Wealth Management Group, LLC holds $229,624 across 30 Asset Management names. FHI ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	323	$37,141
2	BLK	BlackRock, Inc.	38	$36,544
3	STT	State Street Corp	246	$31,133
4	GSBD	Goldman Sachs BDC, Inc.	2,115	$18,781
5	TROW	Price T Rowe Group Inc	146	$13,160
6	PFG	Principal Financial Group Inc	146	$13,156
7	RJF	Raymond James Financial Inc	62	$8,976
8	FHI	Federated Hermes, Inc. This page	111	$6,294

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,294	111	0.0%	Shares	Sole	2026-04-23
2025-12-31	$5,779	111	-5.1%	Shares	Sole	2026-01-23
2025-09-30	$6,075	117	0.0%	Shares	Sole	2025-10-17
2025-06-30	$5,185	117	0.0%	Shares	Sole	2025-07-29
2025-03-31	$4,770	117	0.0%	Shares	Sole	2025-05-02
2024-12-31	$4,809	117	0.0%	Shares	Sole	2025-01-27
2024-09-30	$4,302	117	0.0%	Shares	Sole	2024-10-29
2024-06-30	$3,846	117	+72.1%	Shares	Sole	2024-08-13
2024-03-31	$2,456	68	0.0%	Shares	Sole	2024-04-30
2023-12-31	$2,302	68	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.