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Basecamp Wealth Advisors’s Federated Hermes FHI Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-51
Closed -$2.89K – 1885
2026
Q1 		$2.89K Sell
51
-70
-58% -$3.83K ﹤0.01% 1311
2025
Q4 		$6.3K Buy
+121
New +$6.14K ﹤0.01% 1103

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

Basecamp Wealth Advisors's FHI Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 51 shares — an estimated $2.89K sold.

Basecamp Wealth Advisors first reported a position in FHI in Q4 2025 and held it in 2 quarters. The position peaked at $6.3K in Q4 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 51 Federated Hermes shares in Q2 2026, an estimated $2.89K.
  • Basecamp Wealth Advisors first reported a position in Federated Hermes in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's Federated Hermes position peaked at $6.3K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.