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Federated Hermes MDT Balanced IS
Q4 2025 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q4 2025
Q4 2014
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
1
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Garton & Associates Financial Advisors LLC
INCREASED
Shares
12,545
from 12,159
Change
+386
(+3%)
Value
$273.0K
(+$2.0K)
Filed 2026-05-11
Institution
Status
Q1 2026 ↓
Q4 2025
Change
% Change
Q4 2025 Value
Q1 2026 Value
Value Change
Filed
Garton & Associates Financial Advisors LLC
INCREASED
12,545
12,159
+386
+3%
$271.0K
$273.0K
+$2.0K
2026-05-11
Showing 1 of 1 institutions