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Federated Investors shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 30k 56.71

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Federated Investors

Vanguard Group
BlackRock
FMR
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
LSV Asset Management
Hanna Zanoni
Schneider Downs Wealth Management Advisors
AQR Capital Management
Dimensional Fund Advisors
Invesco
State Street Corporation
Geode Capital Management
Allianz Asset Management

View all funds holding Federated Investors