ALPS Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.1M | Buy |
273,295
+7,957
| +3% | +$450K | 0.07% | 158 |
|
|
2026
Q1 | $15M | Sell |
265,338
-12,369
| -4% | -$677K | 0.07% | 155 |
|
|
2025
Q4 | $14.5M | Sell |
277,707
-16,137
| -5% | -$820K | 0.08% | 159 |
|
|
2025
Q3 | $15.3M | Buy |
293,844
+157,462
| +115% | +$7.99M | 0.09% | 148 |
|
|
2025
Q2 | $6.04M | Sell |
136,382
-972
| -0.7% | -$40K | 0.03% | 211 |
|
|
2025
Q1 | $5.6M | Buy |
137,354
+9,916
| +8% | +$387K | 0.03% | 211 |
|
|
2024
Q4 | $5.24M | Buy |
127,438
+18,822
| +17% | +$760K | 0.03% | 226 |
|
|
2024
Q3 | $3.99M | Sell |
108,616
-4,744
| -4% | -$162K | 0.03% | 262 |
|
|
2024
Q2 | $3.73M | Buy |
113,360
+15,523
| +16% | +$521K | 0.03% | 257 |
|
|
2024
Q1 | $3.53M | Buy |
97,837
+14,758
| +18% | +$518K | 0.03% | 275 |
|
|
2023
Q4 | $2.81M | Buy |
83,079
+11,686
| +16% | +$381K | 0.02% | 290 |
|
|
2023
Q3 | $2.42M | Buy |
+71,393
| New | +$2.46M | 0.02% | 297 |
|
|
2021
Q3 | – | Sell |
-11,019
| Closed | -$374K | – | 949 |
|
|
2021
Q2 | $374K | Hold |
11,019
| – | – | ﹤0.01% | 628 |
|
|
2021
Q1 | $345K | Sell |
11,019
-711
| -6% | -$20.9K | ﹤0.01% | 610 |
|
|
2020
Q4 | $339K | Sell |
11,730
-244
| -2% | -$6.5K | ﹤0.01% | 633 |
|
|
2020
Q3 | $258K | Buy |
11,974
+873
| +8% | +$20.7K | ﹤0.01% | 723 |
|
|
2020
Q2 | $263K | Sell |
11,101
-1,236
| -10% | -$27.4K | ﹤0.01% | 610 |
|
|
2020
Q1 | $235K | Buy |
12,337
+1,543
| +14% | +$45.8K | ﹤0.01% | 627 |
|
|
2019
Q4 | $352K | Sell |
10,794
-469
| -4% | -$15.3K | ﹤0.01% | 718 |
|
|
2019
Q3 | $365K | Buy |
+11,263
| New | +$370K | ﹤0.01% | 589 |
|
|
2019
Q1 | – | Sell |
-19,013
| Closed | -$505K | – | 927 |
|
|
2018
Q4 | $505K | Sell |
19,013
-767
| -4% | -$19.1K | ﹤0.01% | 477 |
|
|
2018
Q3 | $477K | Buy |
19,780
+6,288
| +47% | +$148K | ﹤0.01% | 719 |
|
|
2018
Q2 | $315K | Sell |
13,492
-22,682
| -63% | -$606K | ﹤0.01% | 849 |
|
|
2018
Q1 | $1.21M | Buy |
36,174
+6,696
| +23% | +$227K | 0.01% | 278 |
|
|
2017
Q4 | $1.06M | Buy |
29,478
+1,377
| +5% | +$44.6K | 0.01% | 252 |
|
|
2017
Q3 | $835K | Buy |
28,101
+1,210
| +4% | +$34K | 0.01% | 271 |
|
|
2017
Q2 | $760K | Buy |
26,891
+1,379
| +5% | +$36.8K | 0.01% | 277 |
|
|
2017
Q1 | $672K | Buy |
25,512
+5,763
| +29% | +$154K | ﹤0.01% | 259 |
|
|
2016
Q4 | $559K | Buy |
19,749
+6,628
| +51% | +$184K | ﹤0.01% | 316 |
|
|
2016
Q3 | $389K | Sell |
13,121
-1,171
| -8% | -$36.7K | ﹤0.01% | 620 |
|
|
2016
Q2 | $411K | Sell |
14,292
-1,048
| -7% | -$32K | ﹤0.01% | 440 |
|
|
2016
Q1 | $443K | Buy |
+15,340
| New | +$404K | ﹤0.01% | 396 |
|
Other funds holding FHI
SDWMA
SI
KAS
FRM
ALPS Advisors's FHI Position: Q2 2026 in Review
ALPS Advisors increased its Federated Hermes (FHI) stake by 3% in Q2 2026, buying an estimated $450K and bringing the position to 273,295 shares worth $15.1M. The position accounts for 0.07% of the portfolio, ranked #158.
ALPS Advisors first reported a position in FHI in Q1 2016 and has held it in 32 quarters since. The position peaked at $15.3M in Q3 2025. 190 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- ALPS Advisors held 273,295 shares of Federated Hermes worth $15.1M as of Q2 2026.
- ALPS Advisors bought 7,957 Federated Hermes shares in Q2 2026, an estimated $450K.
- Federated Hermes made up 0.07% of ALPS Advisors's portfolio in Q2 2026, its #158 holding.
- ALPS Advisors first reported a position in Federated Hermes in Q1 2016 and has held it in 32 quarters since.
- ALPS Advisors's Federated Hermes position peaked at $15.3M in Q3 2025.
- 190 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.