ABLE Financial Group’s Federated Hermes FHI Stock Holding History

ABLE Financial 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
2026 Q1	$2.14M	Sell	37,804 -9,200	-20%	-$504K	0.42%	58
2025 Q4	$2.45M	Buy	47,004 +4,454	+10%	+$226K	0.5%	47
2025 Q3	$2.21M	Sell	42,550 -298	-0.7%	-$15.1K	0.48%	50
2025 Q2	$1.9M	Buy	42,848 +2,988	+7%	+$123K	0.46%	51
2025 Q1	$1.63M	Buy	39,860 +2,696	+7%	+$105K	0.46%	44
2024 Q4	$1.53M	Buy	37,164 +6,020	+19%	+$243K	0.45%	50
2024 Q3	$1.15M	Buy	31,144 +6,016	+24%	+$206K	0.35%	51
2024 Q2	$826K	Buy	+25,128	New	+$843K	0.3%	62

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ABLE Financial Group's FHI Position: Q1 2026 in Review

ABLE Financial Group reduced its Federated Hermes (FHI) stake by 20% in Q1 2026, selling an estimated $504K and leaving 37,804 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #58.

ABLE Financial Group first reported a position in FHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q4 2025. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

ABLE Financial Group held 37,804 shares of Federated Hermes worth $2.14M as of Q1 2026.
ABLE Financial Group sold 9,200 Federated Hermes shares in Q1 2026, an estimated $504K.
Federated Hermes made up 0.42% of ABLE Financial Group's portfolio in Q1 2026, its #58 holding.
ABLE Financial Group first reported a position in Federated Hermes in Q2 2024 and has held it in 8 quarters since.
ABLE Financial Group's Federated Hermes position peaked at $2.45M in Q4 2025.
399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.