Advisornet Financial’s Federated Hermes FHI Stock Holding History

Advisornet Financial’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	$86.3K	Hold	1,563	–	–	﹤0.01%	931
2026 Q1	$88.6K	Buy	1,563 +434	+38%	+$23.8K	﹤0.01%	861
2025 Q4	$58.8K	Buy	1,129 +125	+12%	+$6.35K	﹤0.01%	1008
2025 Q3	$52.1K	Hold	1,004	–	–	﹤0.01%	1011
2025 Q2	$44.5K	Buy	+1,004	New	+$41.3K	﹤0.01%	1036
2023 Q2	–	Sell	-32	Closed	-$1.28K	–	2396
2023 Q1	$1.28K	Buy	32 +6	+23%	+$235	﹤0.01%	1819
2022 Q4	$944	Buy	+26	New	+$912	﹤0.01%	1859
2018 Q2	–	Sell	-34	Closed	-$1K	–	1591
2018 Q1	$1K	Buy	+34	New	+$1.16K	﹤0.01%	1345

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

Advisornet Financial's FHI Position: Q2 2026 in Review

Advisornet Financial held its Federated Hermes (FHI) position steady in Q2 2026 at 1,563 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Advisornet Financial first reported a position in FHI in Q1 2018 and has held it in 8 quarters since. The position peaked at $88.6K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Advisornet Financial held 1,563 shares of Federated Hermes worth $86.3K as of Q2 2026.
Advisornet Financial left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #931 holding.
Advisornet Financial first reported a position in Federated Hermes in Q1 2018 and has held it in 8 quarters since.
Advisornet Financial's Federated Hermes position peaked at $88.6K in Q1 2026.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.