Position in TREE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,611,585
-$1,412,759 QoQ
Shares Held
177,509
+4.4% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026FEDERATED HERMES, INC. holds $10,666,901 across 3 Financial Conglomerates names. TREE ranks #1 (71.4% of the industry book) .
All Filings in TREE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,611,585 | 177,509 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $9,024,344 | 169,982 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,401,708 | 145,245 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $5,292,743 | 142,777 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,484,670 | 168,782 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,458,539 | 166,672 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,260,253 | 159,577 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,052,915 | 169,582 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,440,662 | 175,736 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,224,075 | 172,298 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $2,711,988 | 174,967 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,896,113 | 176,215 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,189,748 | 269,683 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $3,718,245 | 174,320 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,371,240 | 267,026 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,427,817 | 260,790 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $5,404,297 | 45,160 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,494,003 | 12,186 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $99,279 | 710 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $234,551 | 1,107 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $238,347 | 1,119 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $408,494 | 1,492 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $357,833 | 1,166 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $347,146 | 1,199 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $955,461 | 5,210 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||