FULTON BANK, N.A. SVAIX — FEDERATED EQUITY FDS STRG VAL DV INST

Ownership history in FULTON BANK, N.A.  ·  63 quarters on record

AI Ownership Summary

FULTON BANK, N.A. reported FEDERATED EQUITY FDS STRG VAL DV INST (SVAIX) in 63 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.27% in 2024 Q1. The latest visible filing shows SVAIX at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SVAIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FULTON BANK, N.A.'s position in FEDERATED EQUITY FDS STRG VAL DV INST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SVAIX was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SVAIX stock page FULTON BANK, N.A. fund profile FULTON BANK, N.A. full holdings
How FULTON BANK, N.A. held SVAIX — position size vs. price
% of Fund (quarterly)    SVAIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 653,431 -26,310 -3.9% 0.14% $4.5M 2026-07-09 $7.01
2026 Q1 REDUCED — — — 679,741 -32,651 -4.6% 0.17% $4.7M 2026-04-24 $6.82
2025 Q4 REDUCED — — — 712,392 -9,854 -1.4% 0.16% $4.6M 2026-01-08 $6.31
2025 Q3 REDUCED — — — 722,246 -17,077 -2.3% 0.16% $4.7M 2025-10-21 $6.14
2025 Q2 REDUCED 8.3% +5.4% ❌ 739,323 -66,586 -8.3% 0.17% $4.6M 2025-07-10 $5.92
2025 Q1 REDUCED — — — 805,909 -26,308 -3.2% 0.20% $5.1M 2025-04-09 $5.39
2024 Q4 REDUCED — — — 832,217 -24,093 -2.8% 0.19% $4.9M 2025-01-08 $5.42
2024 Q3 REDUCED — — — 856,310 -44,182 -4.9% 0.21% $5.4M 2024-10-07 $5.54
2024 Q2 REDUCED 24.0% +14.5% ❌ 900,492 -284,744 -24.0% 0.20% $5.0M 2024-07-09 $4.92
2024 Q1 REDUCED 14.4% -0.2% ✅ 1,185,236 -199,670 -14.4% 0.27% $6.7M 2024-04-10 $4.78
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SVAIX

As of 2026 Q2 — sorted by position size

Ethos Financial Group, LLC 3Y 0.27% Oakworth Capital, Inc. 3Y 7Y 0.0%

FAQ About FULTON BANK, N.A. and SVAIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has FULTON BANK, N.A. reported owning SVAIX?

FULTON BANK, N.A. reported SVAIX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SVAIX position in FULTON BANK, N.A.'s portfolio?

The largest reported portfolio weight for SVAIX was 0.27% in 2024 Q1.

What is the latest reported SVAIX position on this page?

The most recent filing on this page is 2026 Q2, when FULTON BANK, N.A. reported 653,431 shares, equal to 0.14% of portfolio, with an estimated market value of $4.5M.

What does the chart on this SVAIX ownership page compare?

The chart compares FULTON BANK, N.A.'s quarterly SVAIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FULTON BANK, N.A. time their SVAIX position?

Based on 13F filing dates vs. subsequent SVAIX price moves, FULTON BANK, N.A. correctly timed 24 out of 62 reported position changes (39%). The annualised alpha on SVAIX relative to SPY over the holding period was -3.8%.

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