Towerpoint Wealth’s Federated Hermes MDT Small Cap Core ETF FSCC Stock Holding History

Towerpoint Wealth’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 Q2	$1.21M	Buy	32,457 +2,029	+7%	+$68.8K	0.42%	44
2026 Q1	$903K	Buy	30,428 +4,964	+19%	+$154K	0.36%	47
2025 Q4	$764K	Buy	25,464 +1,242	+5%	+$37K	0.3%	51
2025 Q3	$716K	Buy	24,222 +7,243	+43%	+$203K	0.29%	53
2025 Q2	$443K	Buy	16,979 +3,318	+24%	+$79.8K	0.2%	59
2025 Q1	$321K	Buy	13,661 +2,970	+28%	+$76.2K	0.16%	64
2024 Q4	$279K	Buy	+10,691	New	+$286K	0.14%	67

Other funds holding FSCC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Towerpoint Wealth's FSCC Position: Q2 2026 in Review

Towerpoint Wealth increased its Federated Hermes MDT Small Cap Core ETF (FSCC) stake by 6.7% in Q2 2026, buying an estimated $68.8K and bringing the position to 32,457 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #44.

Towerpoint Wealth first reported a position in FSCC in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold FSCC as of Q2 2026.

Towerpoint Wealth held 32,457 shares of Federated Hermes MDT Small Cap Core ETF worth $1.21M as of Q2 2026.
Towerpoint Wealth bought 2,029 Federated Hermes MDT Small Cap Core ETF shares in Q2 2026, an estimated $68.8K.
Federated Hermes MDT Small Cap Core ETF made up 0.42% of Towerpoint Wealth's portfolio in Q2 2026, its #44 holding.
Towerpoint Wealth first reported a position in Federated Hermes MDT Small Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held Federated Hermes MDT Small Cap Core ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.