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Boxwood Ventures’s Federated Hermes FHI Stock Holding History

Boxwood Ventures’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 		$641K Hold
11,613
– – 0.38% 27
2026
Q1 		$659K Hold
11,613
– – 0.7% 24
2025
Q4 		$605K Hold
11,613
– – 0.61% 25
2025
Q3 		$603K Hold
11,613
– – 0.67% 24
2025
Q2 		$515K Hold
11,613
– – 0.67% 24
2025
Q1 		$473K Sell
11,613
-1,511
-12% -$59K 0.68% 24
2024
Q4 		$540K Hold
13,124
– – 0.72% 24
2024
Q3 		$483K Sell
13,124
-34,142
-72% -$1.17M 0.75% 23
2024
Q2 		$1.55M Buy
47,266
+30,901
+189% +$1.04M 2.5% 12
2024
Q1 		$591K Buy
+16,365
New +$575K 1.04% 19

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

Boxwood Ventures's FHI Position: Q2 2026 in Review

Boxwood Ventures held its Federated Hermes (FHI) position steady in Q2 2026 at 11,613 shares worth $641K. The position accounts for 0.38% of the portfolio, ranked #27.

Boxwood Ventures first reported a position in FHI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.55M in Q2 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Boxwood Ventures held 11,613 shares of Federated Hermes worth $641K as of Q2 2026.
  • Boxwood Ventures left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up 0.38% of Boxwood Ventures's portfolio in Q2 2026, its #27 holding.
  • Boxwood Ventures first reported a position in Federated Hermes in Q1 2024 and has held it in 10 quarters since.
  • Boxwood Ventures's Federated Hermes position peaked at $1.55M in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Boxwood Ventures's 13F filing for Q2 2026, filed 12 Aug 2026.