AF
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Allworth Financial’s Federated Hermes FHI Stock Holding History

Allworth 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 		$31.4K Buy
568
+15
+3% +$848 ﹤0.01% 2859
2026
Q1 		$31.4K Buy
553
+92
+20% +$5.04K ﹤0.01% 2670
2025
Q4 		$24K Buy
461
+61
+15% +$3.1K ﹤0.01% 2685
2025
Q3 		$20.8K Buy
400
+43
+12% +$2.18K ﹤0.01% 2686
2025
Q2 		$15.8K Buy
357
+210
+143% +$8.64K ﹤0.01% 2659
2025
Q1 		$5.63K Buy
147
+22
+18% +$859 ﹤0.01% 2694
2024
Q4 		$4.75K Hold
125
– – ﹤0.01% 2788
2024
Q3 		$4.6K Buy
125
+13
+12% +$445 ﹤0.01% 2605
2024
Q2 		$3.87K Buy
112
+4
+4% +$134 ﹤0.01% 2635
2024
Q1 		$3.9K Buy
108
+100
+1,250% +$3.51K ﹤0.01% 2508
2023
Q4 		$271 Sell
8
-44
-85% -$1.43K ﹤0.01% 3251
2023
Q3 		$1.76K Buy
52
+48
+1,200% +$1.65K ﹤0.01% 2603
2023
Q2 		$144 Sell
4
-6
-60% -$232 ﹤0.01% 3146
2023
Q1 		$402 Buy
10
+6
+150% +$235 ﹤0.01% 2883
2022
Q4 		$145 Hold
4
– – ﹤0.01% 2867
2022
Q3 		$0 Buy
+4
New +$137 ﹤0.01% 2798
2022
Q2 		– Sell
-391
Closed -$13K – 2520
2022
Q1 		$13K Sell
391
-375
-49% -$12.8K ﹤0.01% 1400
2021
Q4 		$29K Buy
766
+400
+109% +$13.9K ﹤0.01% 987
2021
Q3 		$12K Buy
+366
New +$11.9K ﹤0.01% 1221

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

Allworth Financial's FHI Position: Q2 2026 in Review

Allworth Financial increased its Federated Hermes (FHI) stake by 2.7% in Q2 2026, buying an estimated $848 and bringing the position to 568 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Allworth Financial first reported a position in FHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $31.4K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Allworth Financial held 568 shares of Federated Hermes worth $31.4K as of Q2 2026.
  • Allworth Financial bought 15 Federated Hermes shares in Q2 2026, an estimated $848.
  • Federated Hermes made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2859 holding.
  • Allworth Financial first reported a position in Federated Hermes in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's Federated Hermes position peaked at $31.4K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.