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Bare Financial Services’s Federated Hermes FHI Stock Holding History

Bare Financial Services’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 		$2.21K Hold
40
– – ﹤0.01% 1111
2026
Q1 		$2.27K Buy
40
+9
+29% +$493 ﹤0.01% 941
2025
Q4 		$1.61K Buy
31
+18
+138% +$914 ﹤0.01% 938
2025
Q3 		$675 Buy
+13
New +$659 ﹤0.01% 1142

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

Bare Financial Services's FHI Position: Q2 2026 in Review

Bare Financial Services held its Federated Hermes (FHI) position steady in Q2 2026 at 40 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Bare Financial Services first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.27K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Bare Financial Services held 40 shares of Federated Hermes worth $2.21K as of Q2 2026.
  • Bare Financial Services left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1111 holding.
  • Bare Financial Services first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Federated Hermes position peaked at $2.27K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.