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STACKSTONE WEALTH, LLC’s Federated Hermes FHI Stock Holding History

STACKSTONE WEALTH, LLC’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
Q3 		$2.59M Buy
+45,941
New +$2.78M 0.26% 107

Other funds holding FHI

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

STACKSTONE WEALTH, LLC's FHI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Federated Hermes (FHI) in Q3 2026: 45,941 shares worth $2.59M. The stake represents 0.26% of the portfolio and ranks #107 among its holdings.

44 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • STACKSTONE WEALTH, LLC held 45,941 shares of Federated Hermes worth $2.59M as of Q3 2026.
  • Federated Hermes was a new STACKSTONE WEALTH, LLC position in Q3 2026.
  • Federated Hermes made up 0.26% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #107 holding.
  • 44 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.