Zions Bancorporation, National Association’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Zions Bancorporation, National Association’s Portfolio FDV Stock Details FDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-103,750	Closed	-$2.97M	–	1550
2025 Q4	$2.97M	Buy	+103,750	New	+$2.97M	0.14%	106

Other funds holding FDV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Zions Bancorporation, National Association's FDV Position: Q1 2026 in Review

Zions Bancorporation, National Association sold out of Federated Hermes US Strategic Dividend ETF (FDV) in Q1 2026, closing a stake of 103,750 shares — an estimated $2.97M sold.

Zions Bancorporation, National Association first reported a position in FDV in Q4 2025 and held it in 1 quarter. The position peaked at $2.97M in Q4 2025. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

Zions Bancorporation, National Association reported no remaining Federated Hermes US Strategic Dividend ETF position as of Q1 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 103,750 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $2.97M.
Zions Bancorporation, National Association first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2025 and held it in 1 quarter.
Zions Bancorporation, National Association's Federated Hermes US Strategic Dividend ETF position peaked at $2.97M in Q4 2025.
68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.