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Azora Capital LP’s Federated Hermes FHI Stock Holding History

Azora Capital LP’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
-53,897
Closed -$3.06M – 54
2026
Q1 		$3.06M Buy
+53,897
New +$2.95M 0.2% 41
2024
Q2 		– Sell
-299,438
Closed -$10.8M – 62
2024
Q1 		$10.8M Buy
+299,438
New +$10.5M 0.78% 36
2023
Q4 		– Sell
-279,403
Closed -$9.46M – 50
2023
Q3 		$9.46M Buy
+279,403
New +$9.62M 1.01% 32
2023
Q2 		– Sell
-642,590
Closed -$25.8M – 38
2023
Q1 		$25.8M Buy
642,590
+228,792
+55% +$8.98M 3.76% 11
2022
Q4 		$15M Sell
413,798
-60,728
-13% -$2.13M 2.27% 17
2022
Q3 		$15.7M Buy
+474,526
New +$16.2M 2.33% 16
2022
Q1 		– Sell
-453,090
Closed -$17M – 44
2021
Q4 		$17M Buy
+453,090
New +$15.7M 2.66% 17
2021
Q3 		– Sell
-356,131
Closed -$12.1M – 60
2021
Q2 		$12.1M Buy
+356,131
New +$11.3M 1.88% 20

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

Azora Capital LP's FHI Position: Q2 2026 in Review

Azora Capital LP sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 53,897 shares — an estimated $3.06M sold.

Azora Capital LP first reported a position in FHI in Q2 2021 and held it in 8 quarters. The position peaked at $25.8M in Q1 2023. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Azora Capital LP reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Azora Capital LP sold 53,897 Federated Hermes shares in Q2 2026, an estimated $3.06M.
  • Azora Capital LP first reported a position in Federated Hermes in Q2 2021 and held it in 8 quarters.
  • Azora Capital LP's Federated Hermes position peaked at $25.8M in Q1 2023.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Azora Capital LP's 13F filing for Q2 2026, filed 14 Aug 2026.