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Federated Investors shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 73k 51.93
2025-06-30 $2.5M 56k 44.32
2025-03-31 $1.3M 32k 40.77
2023-12-31 $516k 15k 33.86
2023-09-30 $710k 21k 33.87
2023-06-30 $785k 22k 35.85
2023-03-31 $1.5M 38k 40.14
2022-12-31 $376k 10k 36.31

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Federated Investors

Vanguard Group
BlackRock
FMR
Charles Schwab Investment Management
AQR Capital Management
Invesco
Hanna Zanoni
Schneider Downs Wealth Management Advisors
LSV Asset Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
UBS Group
Bank of New York Mellon

View all funds holding Federated Investors