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Atria Investments’s Federated Hermes FHI Stock Holding History

Atria Investments’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 		$302K Buy
5,319
+50
+0.9% +$2.74K ﹤0.01% 1754
2025
Q4 		$274K Buy
5,269
+107
+2% +$5.43K ﹤0.01% 1787
2025
Q3 		$268K Buy
+5,162
New +$262K ﹤0.01% 1778

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

Atria Investments's FHI Position: Q1 2026 in Review

Atria Investments increased its Federated Hermes (FHI) stake by 0.95% in Q1 2026, buying an estimated $2.74K and bringing the position to 5,319 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Atria Investments first reported a position in FHI in Q3 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Atria Investments held 5,319 shares of Federated Hermes worth $302K as of Q1 2026.
  • Atria Investments bought 50 Federated Hermes shares in Q1 2026, an estimated $2.74K.
  • Federated Hermes made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1754 holding.
  • Atria Investments first reported a position in Federated Hermes in Q3 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.