AF
FHI icon

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
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 $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