AG
FHI icon

Algert Global’s Federated Hermes FHI Stock Holding History

Algert Global’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 		– Sell
-16,202
Closed -$844K – 1216
2025
Q4 		$844K Sell
16,202
-19,200
-54% -$975K 0.01% 876
2025
Q3 		$1.84M Sell
35,402
-41,210
-54% -$2.09M 0.03% 704
2025
Q2 		$3.4M Sell
76,612
-255,219
-77% -$10.5M 0.07% 457
2025
Q1 		$13.5M Sell
331,831
-41,310
-11% -$1.61M 0.33% 44
2024
Q4 		$15.3M Buy
373,141
+19,899
+6% +$804K 0.36% 27
2024
Q3 		$13M Buy
353,242
+3,440
+1% +$118K 0.35% 36
2024
Q2 		$11.5M Buy
349,802
+89,140
+34% +$2.99M 0.38% 25
2024
Q1 		$9.41M Buy
260,662
+30,071
+13% +$1.06M 0.37% 40
2023
Q4 		$7.81M Buy
230,591
+22,868
+11% +$745K 0.31% 60
2023
Q3 		$7.04M Buy
207,723
+149,037
+254% +$5.13M 0.33% 55
2023
Q2 		$2.1M Buy
58,686
+5,790
+11% +$224K 0.09% 371
2023
Q1 		$2.12M Buy
52,896
+33,157
+168% +$1.3M 0.1% 323
2022
Q4 		$717K Buy
19,739
+5,980
+43% +$210K 0.04% 694
2022
Q3 		$456K Buy
+13,759
New +$470K 0.03% 830
2022
Q2 		– Sell
-5,955
Closed -$203K – 1266
2022
Q1 		$203K Buy
+5,955
New +$203K 0.01% 1047

Other funds holding FHI

BlackRock
BlackRock New York $5.72T 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

Algert Global's FHI Position: Q1 2026 in Review

Algert Global sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 16,202 shares — an estimated $844K sold.

Algert Global first reported a position in FHI in Q1 2022 and held it in 15 quarters. The position peaked at $15.3M in Q4 2024. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Algert Global reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • Algert Global sold 16,202 Federated Hermes shares in Q1 2026, an estimated $844K.
  • Algert Global first reported a position in Federated Hermes in Q1 2022 and held it in 15 quarters.
  • Algert Global's Federated Hermes position peaked at $15.3M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.