SFGM
FLCV

Stonebridge Financial Group (Missouri)’s Federated Hermes MDT Large Cap Value ETF FLCV Stock Holding History

Stonebridge Financial Group (Missouri)’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 		$251K Hold
7,007
– – 0.17% 138
2026
Q1 		$221K Buy
+7,007
New +$224K 0.19% 142

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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 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

Stonebridge Financial Group (Missouri)'s FLCV Position: Q2 2026 in Review

Stonebridge Financial Group (Missouri) held its Federated Hermes MDT Large Cap Value ETF (FLCV) position steady in Q2 2026 at 7,007 shares worth $251K. The position accounts for 0.17% of the portfolio, ranked #138.

Stonebridge Financial Group (Missouri) first reported a position in FLCV in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold FLCV as of Q2 2026.

  • Stonebridge Financial Group (Missouri) held 7,007 shares of Federated Hermes MDT Large Cap Value ETF worth $251K as of Q2 2026.
  • Stonebridge Financial Group (Missouri) left its Federated Hermes MDT Large Cap Value ETF share count unchanged in Q2 2026.
  • Federated Hermes MDT Large Cap Value ETF made up 0.17% of Stonebridge Financial Group (Missouri)'s portfolio in Q2 2026, its #138 holding.
  • Stonebridge Financial Group (Missouri) first reported a position in Federated Hermes MDT Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Federated Hermes MDT Large Cap Value ETF as of Q2 2026.

Based on Stonebridge Financial Group (Missouri)'s 13F filing for Q2 2026, filed 24 Jul 2026.