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Advyzon Investment Management’s Federated Hermes FHI Stock Holding History

Advyzon Investment Management’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 		$716K Buy
12,973
+4,920
+61% +$278K 0.05% 348
2026
Q1 		$457K Buy
8,053
+3,459
+75% +$189K 0.04% 435
2025
Q4 		$239K Buy
4,594
+259
+6% +$13.2K 0.03% 506
2025
Q3 		$225K Buy
+4,335
New +$220K 0.04% 406

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advyzon Investment Management's FHI Position: Q2 2026 in Review

Advyzon Investment Management increased its Federated Hermes (FHI) stake by 61% in Q2 2026, buying an estimated $278K and bringing the position to 12,973 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #348.

Advyzon Investment Management first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Advyzon Investment Management held 12,973 shares of Federated Hermes worth $716K as of Q2 2026.
  • Advyzon Investment Management bought 4,920 Federated Hermes shares in Q2 2026, an estimated $278K.
  • Federated Hermes made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #348 holding.
  • Advyzon Investment Management first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.