1620 Investment Advisors’s Federated Hermes FHI Stock Holding History

1620 Investment Advisors’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$949K	Sell	17,183 -51	-0.3%	-$2.88K	0.59%	38
2026 Q1	$977K	Buy	17,234 +190	+1%	+$10.4K	0.66%	37
2025 Q4	$887K	Sell	17,044 -525	-3%	-$26.7K	0.59%	46
2025 Q3	$912K	Sell	17,569 -161	-0.9%	-$8.16K	0.62%	39
2025 Q2	$786K	Buy	17,730 +239	+1%	+$9.83K	0.56%	46
2025 Q1	$713K	Buy	17,491 +375	+2%	+$14.6K	0.55%	45
2024 Q4	$704K	Sell	17,116 -102	-0.6%	-$4.12K	0.53%	47
2024 Q3	$633K	Buy	17,218 +106	+0.6%	+$3.63K	0.46%	59
2024 Q2	$563K	Buy	17,112 +93	+0.5%	+$3.12K	0.43%	62
2024 Q1	$615K	Sell	17,019 -648	-4%	-$22.8K	0.62%	52
2023 Q4	$598K	Sell	17,667 -31	-0.2%	-$1.01K	0.65%	50
2023 Q3	$599K	Buy	+17,698	New	+$610K	0.68%	45
2023 Q2	–	Sell	-17,355	Closed	-$697K	–	142
2023 Q1	$697K	Buy	17,355 +215	+1%	+$8.44K	0.84%	38
2022 Q4	$622K	Buy	17,140 +310	+2%	+$10.9K	0.75%	47
2022 Q3	$557K	Buy	16,830 +106	+0.6%	+$3.62K	0.82%	40
2022 Q2	$532K	Buy	16,724 +1,146	+7%	+$36.3K	0.73%	45
2022 Q1	$585K	Hold	15,578	–	–	0.64%	59
2021 Q4	$585K	Buy	+15,578	New	+$540K	0.65%	57

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

1620 Investment Advisors's FHI Position: Q2 2026 in Review

1620 Investment Advisors reduced its Federated Hermes (FHI) stake by 0.3% in Q2 2026, selling an estimated $2.88K and leaving 17,183 shares worth $949K. The position accounts for 0.59% of the portfolio, ranked #38.

1620 Investment Advisors first reported a position in FHI in Q4 2021 and has held it in 18 quarters since. The position peaked at $977K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

1620 Investment Advisors held 17,183 shares of Federated Hermes worth $949K as of Q2 2026.
1620 Investment Advisors sold 51 Federated Hermes shares in Q2 2026, an estimated $2.88K.
Federated Hermes made up 0.59% of 1620 Investment Advisors's portfolio in Q2 2026, its #38 holding.
1620 Investment Advisors first reported a position in Federated Hermes in Q4 2021 and has held it in 18 quarters since.
1620 Investment Advisors's Federated Hermes position peaked at $977K in Q1 2026.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.