Position in FHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,369
+$259,684 QoQ
Shares Held
12,973
+61.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 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, 2026Advyzon Investment Management, LLC holds $15,111,033 across 18 Asset Management names. FHI ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
72,093 | $6,517,250 | |
| 2 | BLK |
BlackRock, Inc.
|
2,035 | $1,956,774 | |
| 3 | STT |
State Street Corp
|
30,802 | $1,651,294 | |
| 4 | FHI |
Federated Hermes, Inc.
This page
|
12,973 | $716,369 | |
| 5 | APO |
Apollo Global Management, Inc.
|
5,770 | $682,648 | |
| 6 | BX |
Blackstone Inc.
|
4,904 | $577,052 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
21,017 | $396,590 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
30,000 | $357,000 |
All Filings in FHI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,369 | 12,973 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $456,685 | 8,053 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $239,209 | 4,594 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $225,116 | 4,335 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||