Marshall Financial Group LLC
- SEC CIK
- 0001841496
- Latest filing
- Jul 17, 2026
FHI holding history
Federated Hermes, Inc. in every 13F filed by Marshall Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FHI overviewAll 13F holders of FHIFull Q2 2026 holdings
- Shares (Q2 2026)
- 20,483
- Value
- $1.13M
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 20,483 | $1.13M | 0.2% | −1,058−4.9% | Reduced | Holders |
| Q1 2026 | 21,541 | $1.22M | 0.2% | −113−0.5% | Reduced | Holders |
| Q4 2025 | 21,654 | $1.13M | 0.2% | −1,370−6.0% | Reduced | Holders |
| Q3 2025 | 23,024 | $1.20M | 0.2% | +824+3.7% | Added | Holders |
| Q2 2025 | 22,200 | $1.01M | 0.2% | +22,200 | New | Holders |