Avion Wealth’s Federated Hermes FHI Stock Holding History

Avion Wealth’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	$2K	Buy	42 +18	+75%	+$1.02K	﹤0.01%	1054
2026 Q1	$1K	Hold	24	–	–	﹤0.01%	1022
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	1020
2025 Q3	$1K	Buy	24 +11	+85%	+$558	﹤0.01%	1009
2025 Q2	$0	Buy	+13	New	+$535	﹤0.01%	1310
2023 Q4	–	Sell	-16	Closed	–	–	1161
2023 Q3	$0	Buy	+16	New	+$551	﹤0.01%	928
2023 Q2	–	Sell	-14	Closed	–	–	818
2023 Q1	$0	Buy	+14	New	+$549	﹤0.01%	606

Other funds holding FHI

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

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

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 Malvern, Pennsylvania $4.68T AUM

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Avion Wealth's FHI Position: Q2 2026 in Review

Avion Wealth increased its Federated Hermes (FHI) stake by 75% in Q2 2026, buying an estimated $1.02K and bringing the position to 42 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Avion Wealth first reported a position in FHI in Q1 2023 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Avion Wealth held 42 shares of Federated Hermes worth $2K as of Q2 2026.
Avion Wealth bought 18 Federated Hermes shares in Q2 2026, an estimated $1.02K.
Federated Hermes made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1054 holding.
Avion Wealth first reported a position in Federated Hermes in Q1 2023 and has held it in 7 quarters since.
392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.