APG
FHI icon

Abacus Planning Group’s Federated Hermes FHI Stock Holding History

Abacus Planning Group’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
2025
Q2 		– Sell
-5,108
Closed -$208K – 256
2025
Q1 		$208K Buy
+5,108
New +$199K 0.04% 207
2024
Q3 		– Sell
-6,773
Closed -$223K – 223
2024
Q2 		$223K Buy
+6,773
New +$227K 0.04% 190

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abacus Planning Group's FHI Position: Q2 2025 in Review

Abacus Planning Group sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 5,108 shares — an estimated $208K sold.

Abacus Planning Group first reported a position in FHI in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2024. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Abacus Planning Group reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Abacus Planning Group sold 5,108 Federated Hermes shares in Q2 2025, an estimated $208K.
  • Abacus Planning Group first reported a position in Federated Hermes in Q2 2024 and held it in 2 quarters.
  • Abacus Planning Group's Federated Hermes position peaked at $223K in Q2 2024.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Abacus Planning Group's 13F filing for Q2 2025, filed 14 Jul 2025.