Axa
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Axa’s Federated Hermes FHI Stock Holding History

Axa’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
Q3 		– Sell
-202,735
Closed -$8.99M – 432
2025
Q2 		$8.99M Buy
202,735
+15,105
+8% +$621K 0.03% 421
2025
Q1 		$7.65M Buy
187,630
+17,105
+10% +$668K 0.03% 441
2024
Q4 		$7.01M Sell
170,525
-17,355
-9% -$701K 0.02% 456
2024
Q3 		$6.91M Sell
187,880
-682
-0.4% -$23.4K 0.02% 469
2024
Q2 		$6.2M Buy
+188,562
New +$6.33M 0.02% 485
2023
Q1 		– Sell
-10,600
Closed -$385K – 1133
2022
Q4 		$385K Hold
10,600
– – ﹤0.01% 1017
2022
Q3 		$351K Hold
10,600
– – ﹤0.01% 1016
2022
Q2 		$337K Sell
10,600
-20,100
-65% -$637K ﹤0.01% 1024
2022
Q1 		$1.05M Hold
30,700
– – ﹤0.01% 945
2021
Q4 		$1.15M Sell
30,700
-1,100
-3% -$38.2K ﹤0.01% 932
2021
Q3 		$1.03M Hold
31,800
– – ﹤0.01% 961
2021
Q2 		$1.08M Sell
31,800
-13,700
-30% -$436K ﹤0.01% 992
2021
Q1 		$1.42M Buy
45,500
+500
+1% +$14.7K ﹤0.01% 908
2020
Q4 		$1.3M Buy
45,000
+24,900
+124% +$663K ﹤0.01% 930
2020
Q3 		$432K Hold
20,100
– – ﹤0.01% 1062
2020
Q2 		$476K Hold
20,100
– – ﹤0.01% 1068
2020
Q1 		$383K Buy
+20,100
New +$597K ﹤0.01% 1012
2019
Q2 		– Sell
-29,000
Closed -$850K – 1309
2019
Q1 		$850K Sell
29,000
-16,000
-36% -$444K ﹤0.01% 1012
2018
Q4 		$1.2M Sell
45,000
-185,500
-80% -$4.61M 0.01% 937
2018
Q3 		$5.56M Sell
230,500
-55,100
-19% -$1.3M 0.02% 641
2018
Q2 		$6.66M Buy
285,600
+61,700
+28% +$1.65M 0.03% 574
2018
Q1 		$7.48M Buy
+223,900
New +$7.61M 0.03% 540

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Axa's FHI Position: Q3 2025 in Review

Axa sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 202,735 shares — an estimated $8.99M sold.

Axa first reported a position in FHI in Q1 2018 and held it in 22 quarters. The position peaked at $8.99M in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Axa reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
  • Axa sold 202,735 Federated Hermes shares in Q3 2025, an estimated $8.99M.
  • Axa first reported a position in Federated Hermes in Q1 2018 and held it in 22 quarters.
  • Axa's Federated Hermes position peaked at $8.99M in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.