Rothwell Investment Advisors, LLC’s Federated Hermes FHI Stock Holding History

Rothwell Investment Advisors, 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	$5.64K	Buy	+100	New	+$6.04K	﹤0.01%	891

Other funds holding FHI

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Rothwell Investment Advisors, LLC's FHI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Federated Hermes (FHI) in Q3 2026: 100 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings.

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

Rothwell Investment Advisors, LLC held 100 shares of Federated Hermes worth $5.64K as of Q3 2026.
Federated Hermes was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Federated Hermes made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #891 holding.
182 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.