Institutional Ownership
Federated Hermes Mdt Balanced Is
CUSIP 31421R825QIBGXQIBGXQ1 2026
Institutional Holders
1
13F filers
Shares Held
12.5K
Aggregate institutional
Institutional Value
$273.0K
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Garton & Associates Financial Advisors LLC | 12.5K | $273.0K | +386 | Added |