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Bell Investment Advisors’s Federated Hermes FHI Stock Holding History

Bell Investment 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 		$3.37K Sell
61
-32
-34% -$1.81K ﹤0.01% 1144
2026
Q1 		$5.28K Hold
93
– – ﹤0.01% 937
2025
Q4 		$4.84K Hold
93
– – ﹤0.01% 982
2025
Q3 		$4.83K Sell
93
-94
-50% -$4.77K ﹤0.01% 953
2025
Q2 		$8.29K Buy
187
+43
+30% +$1.77K ﹤0.01% 756
2025
Q1 		$5.87K Hold
144
– – ﹤0.01% 837
2024
Q4 		$5.92K Buy
144
+32
+29% +$1.29K ﹤0.01% 853
2024
Q3 		$4.12K Sell
112
-91
-45% -$3.12K ﹤0.01% 1042
2024
Q2 		$6.67K Buy
203
+132
+186% +$4.43K ﹤0.01% 785
2024
Q1 		$2.56K Buy
71
+15
+27% +$527 ﹤0.01% 1235
2023
Q4 		$1.9K Sell
56
-2
-3% -$65 ﹤0.01% 1347
2023
Q3 		$1.97K Sell
58
-16
-22% -$551 ﹤0.01% 1273
2023
Q2 		$2.65K Buy
74
+32
+76% +$1.24K ﹤0.01% 1150
2023
Q1 		$1.69K Buy
42
+13
+45% +$510 ﹤0.01% 1346
2022
Q4 		$1.05K Sell
29
-1
-3% -$35 ﹤0.01% 1558
2022
Q3 		$1K Buy
30
+15
+100% +$512 ﹤0.01% 1402
2022
Q2 		$0 Buy
+15
New +$475 ﹤0.01% 1759
2021
Q4 		$2K Buy
46
+15
+48% +$520 ﹤0.01% 1136
2021
Q3 		$1K Buy
+31
New +$1.01K ﹤0.01% 1376

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

Bell Investment Advisors's FHI Position: Q2 2026 in Review

Bell Investment Advisors reduced its Federated Hermes (FHI) stake by 34% in Q2 2026, selling an estimated $1.81K and leaving 61 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Bell Investment Advisors first reported a position in FHI in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.29K in Q2 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Bell Investment Advisors held 61 shares of Federated Hermes worth $3.37K as of Q2 2026.
  • Bell Investment Advisors sold 32 Federated Hermes shares in Q2 2026, an estimated $1.81K.
  • Federated Hermes made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1144 holding.
  • Bell Investment Advisors first reported a position in Federated Hermes in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Federated Hermes position peaked at $8.29K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.