SARD WEALTH MANAGEMENT GROUP, LLC
Position in FMN — Federated Hermes Premier Municipal Income Fund
CIK 2010095
ATLANTA, GA
Position in FMN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$226,421
+$1,285 QoQ
Shares Held
19,706
-4.3% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#32
of 45 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $442,221 across 2 Asset Management names. FMN ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMN |
Federated Hermes Premier Municipal Income Fund
This page
|
19,706 | $226,421 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
20,000 | $215,800 |
All Filings in FMN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,421 | 19,706 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $225,136 | 20,598 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $228,843 | 20,598 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $227,401 | 20,598 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $219,162 | 20,598 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $274,497 | 25,276 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $275,761 | 25,276 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $313,927 | 25,276 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $288,904 | 25,276 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $279,805 | 25,276 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $277,783 | 25,276 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||