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Atria Wealth Solutions’s Federated Hermes FHI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$205K Buy
+4,634
New +$191K ﹤0.01% 1378
2025
Q1 		– Sell
-5,198
Closed -$214K – 1931
2024
Q4 		$214K Buy
+5,198
New +$210K ﹤0.01% 1794

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Atria Wealth Solutions's FHI Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Federated Hermes (FHI) in Q2 2025: 4,634 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1378 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in FHI as recently as Q4 2024.

Atria Wealth Solutions first reported a position in FHI in Q4 2024 and has held it in 2 quarters since. The position peaked at $214K in Q4 2024. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Atria Wealth Solutions held 4,634 shares of Federated Hermes worth $205K as of Q2 2025.
  • Federated Hermes was a new Atria Wealth Solutions position in Q2 2025.
  • Federated Hermes made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1378 holding.
  • Atria Wealth Solutions first reported a position in Federated Hermes in Q4 2024 and has held it in 2 quarters since.
  • Atria Wealth Solutions's Federated Hermes position peaked at $214K in Q4 2024.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.