AFG
FLCV

Allegheny Financial Group’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Allegheny Financial Group’s Portfolio FLCV Stock Details FLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Buy
47,985
+2,605
+6% +$89.1K 0.18% 73
2026
Q1 		$1.43M Buy
45,380
+3,631
+9% +$116K 0.19% 76
2025
Q4 		$1.3M Buy
+41,749
New +$1.28M 0.19% 80

Other funds holding FLCV

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
FCU
Financial Concepts Unlimited Centreville, Maine $128M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allegheny Financial Group's FLCV Position: Q2 2026 in Review

Allegheny Financial Group increased its Federated Hermes MDT Large Cap Value ETF (FLCV) stake by 5.7% in Q2 2026, buying an estimated $89.1K and bringing the position to 47,985 shares worth $1.72M. The position accounts for 0.18% of the portfolio, ranked #73.

Allegheny Financial Group first reported a position in FLCV in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Allegheny Financial Group held 47,985 shares of Federated Hermes MDT Large Cap Value ETF worth $1.72M as of Q2 2026.
  • Allegheny Financial Group bought 2,605 Federated Hermes MDT Large Cap Value ETF shares in Q2 2026, an estimated $89.1K.
  • Federated Hermes MDT Large Cap Value ETF made up 0.18% of Allegheny Financial Group's portfolio in Q2 2026, its #73 holding.
  • Allegheny Financial Group first reported a position in Federated Hermes MDT Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.