Avantax Planning Partners’s Federated Hermes FHI Stock Holding History

Avantax Planning Partners’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	–	Sell	-7,000	Closed	-$364K	–	443
2025 Q4	$364K	Hold	7,000	–	–	0.01%	320
2025 Q3	$364K	Sell	7,000 -1,026	-13%	-$52K	0.01%	320
2025 Q2	$356K	Buy	8,026 +1,026	+15%	+$42.2K	0.01%	321
2025 Q1	$285K	Sell	7,000 -1,040	-13%	-$40.6K	0.01%	343
2024 Q4	$331K	Buy	8,040 +1,040	+15%	+$42K	0.01%	319
2024 Q3	$257K	Hold	7,000	–	–	0.01%	362
2024 Q2	$230K	Hold	7,000	–	–	0.01%	412
2024 Q1	$253K	Buy	+7,000	New	+$246K	0.01%	390
2018 Q4	–	Sell	-512	Closed	-$12K	–	590
2018 Q3	$12K	Buy	+512	New	+$12K	﹤0.01%	829
2018 Q2	–	Sell	-633	Closed	-$21K	–	640
2018 Q1	$21K	Buy	+633	New	+$21.5K	﹤0.01%	762

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's FHI Position: Q1 2026 in Review

Avantax Planning Partners sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 7,000 shares — an estimated $364K sold.

Avantax Planning Partners first reported a position in FHI in Q1 2018 and held it in 10 quarters. The position peaked at $364K in Q4 2025. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Avantax Planning Partners reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
Avantax Planning Partners sold 7,000 Federated Hermes shares in Q1 2026, an estimated $364K.
Avantax Planning Partners first reported a position in Federated Hermes in Q1 2018 and held it in 10 quarters.
Avantax Planning Partners's Federated Hermes position peaked at $364K in Q4 2025.
401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.