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Baron Wealth Management’s Federated Hermes FHI Stock Holding History

Baron Wealth Management’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 		$251K Buy
4,545
+146
+3% +$8.25K 0.07% 241
2026
Q1 		$249K Buy
+4,399
New +$241K 0.07% 216

Other funds holding FHI

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Baron Wealth Management's FHI Position: Q2 2026 in Review

Baron Wealth Management increased its Federated Hermes (FHI) stake by 3.3% in Q2 2026, buying an estimated $8.25K and bringing the position to 4,545 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #241.

Baron Wealth Management first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Baron Wealth Management held 4,545 shares of Federated Hermes worth $251K as of Q2 2026.
  • Baron Wealth Management bought 146 Federated Hermes shares in Q2 2026, an estimated $8.25K.
  • Federated Hermes made up 0.07% of Baron Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Baron Wealth Management first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.