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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
Q2 		– Sell
-5,319
Closed -$302K – 2167
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 $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

Atria Investments's FHI Position: Q2 2026 in Review

Atria Investments sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 5,319 shares — an estimated $302K sold.

Atria Investments first reported a position in FHI in Q3 2025 and held it in 3 quarters. The position peaked at $302K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Atria Investments reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 5,319 Federated Hermes shares in Q2 2026, an estimated $302K.
  • Atria Investments first reported a position in Federated Hermes in Q3 2025 and held it in 3 quarters.
  • Atria Investments's Federated Hermes position peaked at $302K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.