AP
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Advisors Preferred’s Federated Hermes FHI Stock Holding History

Advisors Preferred’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 		$500K Buy
8,823
+3,781
+75% +$207K 0.07% 149
2025
Q4 		$264K Buy
5,042
+488
+11% +$24.8K 0.04% 161
2025
Q3 		$231K Sell
4,554
-3,705
-45% -$188K 0.03% 188
2025
Q2 		$370K Buy
+8,259
New +$340K 0.06% 137
2025
Q1 		– Sell
-10,527
Closed -$430K – 277
2024
Q4 		$430K Sell
10,527
-4,716
-31% -$190K 0.07% 107
2024
Q3 		$553K Buy
+15,243
New +$522K 0.08% 113
2024
Q1 		– Sell
-68,338
Closed -$2.31M – 208
2023
Q4 		$2.31M Buy
+68,338
New +$2.23M 0.38% 60

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