AF
FHI icon

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
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 – 1592
2018
Q1 		$1K Buy
+34
New +$1.16K ﹤0.01% 1345

Other funds holding FHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return