Bare Financial Services
FHI icon

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
Q3 		$2.26K Hold
40
– – ﹤0.01% 1170
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

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Kestra Advisory Services
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Foundation Resource Management
Foundation Resource Management Little Rock, Arkansas $939M AUM 37.7% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Bare Financial Services's FHI Position: Q3 2026 in Review

Bare Financial Services held its Federated Hermes (FHI) position steady in Q3 2026 at 40 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Bare Financial Services first reported a position in FHI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.27K in Q1 2026. 149 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Bare Financial Services held 40 shares of Federated Hermes worth $2.26K as of Q3 2026.
  • Bare Financial Services left its Federated Hermes share count unchanged in Q3 2026.
  • Federated Hermes made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #1170 holding.
  • Bare Financial Services first reported a position in Federated Hermes in Q3 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Federated Hermes position peaked at $2.27K in Q1 2026.
  • 149 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.