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Bay Harbor Wealth Management’s Federated Hermes FHI Stock Holding History

Bay Harbor 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 		$1.22K Buy
22
+3
+16% +$170 ﹤0.01% 790
2026
Q1 		$1.08K Buy
19
+11
+138% +$602 ﹤0.01% 748
2025
Q4 		$416 Buy
8
+1
+14% +$51 ﹤0.01% 925
2025
Q3 		$363 Buy
7
+3
+75% +$152 ﹤0.01% 848
2025
Q2 		$177 Hold
4
– – ﹤0.01% 964
2025
Q1 		$163 Buy
+4
New +$156 ﹤0.01% 745

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

Bay Harbor Wealth Management's FHI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Federated Hermes (FHI) stake by 16% in Q2 2026, buying an estimated $170 and bringing the position to 22 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Bay Harbor Wealth Management first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Bay Harbor Wealth Management held 22 shares of Federated Hermes worth $1.22K as of Q2 2026.
  • Bay Harbor Wealth Management bought 3 Federated Hermes shares in Q2 2026, an estimated $170.
  • Federated Hermes made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #790 holding.
  • Bay Harbor Wealth Management first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.