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 Q2	$2.42M	Buy	43,773 +5,969	+16%	+$337K	0.41%	61
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 $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

ABLE Financial Group's FHI Position: Q2 2026 in Review

ABLE Financial Group increased its Federated Hermes (FHI) stake by 16% in Q2 2026, buying an estimated $337K and bringing the position to 43,773 shares worth $2.42M. The position accounts for 0.41% of the portfolio, ranked #61.

ABLE Financial Group first reported a position in FHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q4 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

ABLE Financial Group held 43,773 shares of Federated Hermes worth $2.42M as of Q2 2026.
ABLE Financial Group bought 5,969 Federated Hermes shares in Q2 2026, an estimated $337K.
Federated Hermes made up 0.41% of ABLE Financial Group's portfolio in Q2 2026, its #61 holding.
ABLE Financial Group first reported a position in Federated Hermes in Q2 2024 and has held it in 9 quarters since.
ABLE Financial Group's Federated Hermes position peaked at $2.45M in Q4 2025.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.