ABLE Financial Group
FHI icon

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
Q3 		$2.53M Buy
44,865
+1,092
+2% +$66K 0.4% 58
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

Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 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 30.39% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Vista Investment Partners
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

ABLE Financial Group's FHI Position: Q3 2026 in Review

ABLE Financial Group increased its Federated Hermes (FHI) stake by 2.5% in Q3 2026, buying an estimated $66K and bringing the position to 44,865 shares worth $2.53M. The position accounts for 0.4% of the portfolio, ranked #58.

ABLE Financial Group first reported a position in FHI in Q2 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • ABLE Financial Group held 44,865 shares of Federated Hermes worth $2.53M as of Q3 2026.
  • ABLE Financial Group bought 1,092 Federated Hermes shares in Q3 2026, an estimated $66K.
  • Federated Hermes made up 0.4% of ABLE Financial Group's portfolio in Q3 2026, its #58 holding.
  • ABLE Financial Group first reported a position in Federated Hermes in Q2 2024 and has held it in 10 quarters since.
  • 84 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.