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Bayforest Capital’s Federated Hermes FHI Stock Holding History

Bayforest Capital’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 		$71.1K Buy
+1,288
New +$72.8K 0.07% 526
2026
Q1 		– Sell
-277
Closed -$14.4K – 960
2025
Q4 		$14.4K Buy
+277
New +$14.1K 0.01% 686
2025
Q3 		– Sell
-6,267
Closed -$278K – 799
2025
Q2 		$278K Sell
6,267
-6,985
-53% -$287K 0.12% 313
2025
Q1 		$540K Buy
+13,252
New +$517K 0.24% 144

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

Bayforest Capital's FHI Position: Q2 2026 in Review

Bayforest Capital opened a new position in Federated Hermes (FHI) in Q2 2026: 1,288 shares worth $71.1K. The stake represents 0.07% of the portfolio and ranks #526 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in FHI as recently as Q4 2025.

Bayforest Capital first reported a position in FHI in Q1 2025 and has held it in 4 quarters since. The position peaked at $540K in Q1 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Bayforest Capital held 1,288 shares of Federated Hermes worth $71.1K as of Q2 2026.
  • Federated Hermes was a new Bayforest Capital position in Q2 2026.
  • Federated Hermes made up 0.07% of Bayforest Capital's portfolio in Q2 2026, its #526 holding.
  • Bayforest Capital first reported a position in Federated Hermes in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's Federated Hermes position peaked at $540K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.