Bank of Montreal’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $373K | Sell |
6,760
-665
| -9% | -$37.6K | ﹤0.01% | 2639 |
|
|
2026
Q1 | $421K | Buy |
7,425
+861
| +13% | +$47.2K | ﹤0.01% | 2472 |
|
|
2025
Q4 | $342K | Sell |
6,564
-33
| -0.5% | -$1.68K | ﹤0.01% | 2509 |
|
|
2025
Q3 | $343K | Sell |
6,597
-680
| -9% | -$34.5K | ﹤0.01% | 2465 |
|
|
2025
Q2 | $323K | Sell |
7,277
-1,481
| -17% | -$60.9K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $357K | Buy |
8,758
+121
| +1% | +$4.72K | ﹤0.01% | 2402 |
|
|
2024
Q4 | $355K | Sell |
8,637
-315,968
| -97% | -$12.8M | ﹤0.01% | 2446 |
|
|
2024
Q3 | $12M | Buy |
324,605
+41,610
| +15% | +$1.43M | 0.01% | 964 |
|
|
2024
Q2 | $9.31M | Buy |
282,995
+143,363
| +103% | +$4.81M | ﹤0.01% | 1033 |
|
|
2024
Q1 | $5.06M | Sell |
139,632
-271,799
| -66% | -$9.55M | ﹤0.01% | 1221 |
|
|
2023
Q4 | $14.1M | Buy |
411,431
+403,210
| +4,905% | +$13.1M | ﹤0.01% | 908 |
|
|
2023
Q3 | $287K | Sell |
8,221
-170,895
| -95% | -$5.89M | ﹤0.01% | 2843 |
|
|
2023
Q2 | $6.86M | Buy |
179,116
+165,766
| +1,242% | +$6.41M | ﹤0.01% | 1187 |
|
|
2023
Q1 | $540K | Buy |
13,350
+3,124
| +31% | +$123K | ﹤0.01% | 2416 |
|
|
2022
Q4 | $373K | Buy |
10,226
+3,398
| +50% | +$119K | ﹤0.01% | 2781 |
|
|
2022
Q3 | $227 | Sell |
6,828
-2,238
| -25% | -$76.4K | ﹤0.01% | 3125 |
|
|
2022
Q2 | $292 | Buy |
9,066
+1,155
| +15% | +$36.6K | ﹤0.01% | 3022 |
|
|
2022
Q1 | $271K | Sell |
7,911
-5
| -0.1% | -$170 | ﹤0.01% | 3249 |
|
|
2021
Q4 | $299K | Sell |
7,916
-363,862
| -98% | -$12.6M | ﹤0.01% | 2726 |
|
|
2021
Q3 | $12M | Sell |
371,778
-21,687
| -6% | -$707K | 0.01% | 1190 |
|
|
2021
Q2 | $13.2M | Buy |
393,465
+98,879
| +34% | +$3.15M | 0.01% | 1116 |
|
|
2021
Q1 | $9.17M | Buy |
294,586
+273,894
| +1,324% | +$8.05M | 0.01% | 1056 |
|
|
2020
Q4 | $626K | Buy |
20,692
+9,841
| +91% | +$262K | ﹤0.01% | 2575 |
|
|
2020
Q3 | $240K | Sell |
10,851
-3,950
| -27% | -$93.7K | ﹤0.01% | 2656 |
|
|
2020
Q2 | $319K | Buy |
14,801
+9,985
| +207% | +$221K | ﹤0.01% | 2490 |
|
|
2020
Q1 | $90K | Sell |
4,816
-21,645
| -82% | -$642K | ﹤0.01% | 2636 |
|
|
2019
Q4 | $863K | Buy |
26,461
+11,504
| +77% | +$376K | ﹤0.01% | 2357 |
|
|
2019
Q3 | $486K | Sell |
14,957
-38,774
| -72% | -$1.27M | ﹤0.01% | 2429 |
|
|
2019
Q2 | $1.75M | Buy |
53,731
+4,230
| +9% | +$134K | ﹤0.01% | 1768 |
|
|
2019
Q1 | $1.45M | Buy |
49,501
+41,906
| +552% | +$1.16M | ﹤0.01% | 1849 |
|
|
2018
Q4 | $201K | Buy |
7,595
+2,581
| +51% | +$64.1K | ﹤0.01% | 2575 |
|
|
2018
Q3 | $121K | Buy |
5,014
+123
| +3% | +$2.89K | ﹤0.01% | 3018 |
|
|
2018
Q2 | $115K | Sell |
4,891
-9,914
| -67% | -$265K | ﹤0.01% | 3062 |
|
|
2018
Q1 | $494K | Sell |
14,805
-1,323
| -8% | -$44.9K | ﹤0.01% | 2235 |
|
|
2017
Q4 | $582K | Buy |
16,128
+1,479
| +10% | +$47.9K | ﹤0.01% | 2211 |
|
|
2017
Q3 | $435K | Buy |
14,649
+2,063
| +16% | +$58K | ﹤0.01% | 2335 |
|
|
2017
Q2 | $356K | Buy |
12,586
+1,463
| +13% | +$39.1K | ﹤0.01% | 2407 |
|
|
2017
Q1 | $293K | Sell |
11,123
-6,112
| -35% | -$164K | ﹤0.01% | 2297 |
|
|
2016
Q4 | $475K | Buy |
17,235
+927
| +6% | +$25.7K | ﹤0.01% | 2144 |
|
|
2016
Q3 | $483K | Sell |
16,308
-299
| -2% | -$9.36K | ﹤0.01% | 2095 |
|
|
2016
Q2 | $479K | Buy |
16,607
+5,027
| +43% | +$154K | ﹤0.01% | 2135 |
|
|
2016
Q1 | $334K | Sell |
11,580
-111,814
| -91% | -$2.94M | ﹤0.01% | 2211 |
|
|
2015
Q4 | $3.54M | Sell |
123,394
-31,738
| -20% | -$958K | ﹤0.01% | 1128 |
|
|
2015
Q3 | $4.48M | Sell |
155,132
-113,668
| -42% | -$3.64M | 0.01% | 991 |
|
|
2015
Q2 | $9M | Sell |
268,800
-39,025
| -13% | -$1.35M | 0.01% | 858 |
|
|
2015
Q1 | $10.4M | Buy |
307,825
+58
| +0% | +$1.93K | 0.01% | 782 |
|
|
2014
Q4 | $10.1M | Buy |
307,767
+20,535
| +7% | +$635K | 0.01% | 774 |
|
|
2014
Q3 | $8.43M | Sell |
287,232
-92,481
| -24% | -$2.77M | 0.01% | 866 |
|
|
2014
Q2 | $11.7M | Buy |
379,713
+90,422
| +31% | +$2.63M | 0.01% | 741 |
|
|
2014
Q1 | $8.84M | Buy |
289,291
+85,696
| +42% | +$2.4M | 0.01% | 717 |
|
|
2013
Q4 | $5.86M | Buy |
203,595
+24,047
| +13% | +$660K | 0.01% | 791 |
|
|
2013
Q3 | $4.88M | Buy |
179,548
+135,169
| +305% | +$3.84M | 0.01% | 792 |
|
|
2013
Q2 | $1.22M | Buy |
+44,379
| New | +$1.13M | ﹤0.01% | 1310 |
|
Other funds holding FHI
SDWMA
Bank of Montreal's FHI Position: Q2 2026 in Review
Bank of Montreal reduced its Federated Hermes (FHI) stake by 9% in Q2 2026, selling an estimated $37.6K and leaving 6,760 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2639.
Bank of Montreal first reported a position in FHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.1M in Q4 2023. 367 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- Bank of Montreal held 6,760 shares of Federated Hermes worth $373K as of Q2 2026.
- Bank of Montreal sold 665 Federated Hermes shares in Q2 2026, an estimated $37.6K.
- Federated Hermes made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2639 holding.
- Bank of Montreal first reported a position in Federated Hermes in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Federated Hermes position peaked at $14.1M in Q4 2023.
- 367 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.