Bank of America
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Bank of America’s Federated Hermes FHI Stock Holding History

Bank of America’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
2015
Q1 		– Sell
-46,200
Closed -$1.52M – 7214
2014
Q4 		$1.52M Buy
+46,200
New +$1.43M ﹤0.01% 3650
2013
Q3 		– Sell
-1,000
Closed -$27K – 7919
2013
Q2 		$27K Buy
+1,000
New +$25.4K ﹤0.01% 6842

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
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
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America's FHI Position: Q1 2026 in Review

Bank of America reduced its Federated Hermes (FHI) stake by 23% in Q1 2026, selling an estimated $7.06M and leaving 435,897 shares worth $24.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Bank of America first reported a position in FHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $261M in Q3 2015. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Bank of America held 435,897 shares of Federated Hermes worth $24.7M as of Q1 2026.
  • Bank of America sold 128,927 Federated Hermes shares in Q1 2026, an estimated $7.06M.
  • Federated Hermes made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2207 holding.
  • Bank of America first reported a position in Federated Hermes in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Federated Hermes position peaked at $261M in Q3 2015.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.