Grimes & Company’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Grimes & Company’s Portfolio FSCC Stock Details FSCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$44.4M	Buy	+1,327,639	New	+$47.1M	1.04%	17

Other funds holding FSCC

FFC

Frederick Financial Consultants Frederick, Maryland $241M AUM 15.61% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Towerpoint Wealth Sacramento, California $284M AUM 15.44% 1-Year Est. Return

First American Bank Dundee, Illinois $1.81B AUM 24.18% 1-Year Est. Return

UPWM

UMB Private Wealth Management Kansas City, Missouri $103M AUM

Petros Family Wealth Bloomington, Minnesota $171M AUM 25.62% 1-Year Est. Return

Grimes & Company's FSCC Position: Q3 2026 in Review

Grimes & Company opened a new position in Federated Hermes MDT Small Cap Core ETF (FSCC) in Q3 2026: 1,327,639 shares worth $44.4M. The stake represents 1.04% of the portfolio and ranks #17 among its holdings.

10 funds tracked by Wall St. Rank hold FSCC as of Q3 2026.

Grimes & Company held 1,327,639 shares of Federated Hermes MDT Small Cap Core ETF worth $44.4M as of Q3 2026.
Federated Hermes MDT Small Cap Core ETF was a new Grimes & Company position in Q3 2026.
Federated Hermes MDT Small Cap Core ETF made up 1.04% of Grimes & Company's portfolio in Q3 2026, its #17 holding.
10 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.