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Brooklyn Investment Group’s Federated Hermes FHI Stock Holding History

Brooklyn Investment Group’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
Q1 		$450K Buy
+7,935
New +$435K 0.01% 1111
2025
Q3 		– Sell
-212
Closed -$9.4K – 1371
2025
Q2 		$9.4K Buy
212
+162
+324% +$6.66K ﹤0.01% 2200
2025
Q1 		$2.04K Buy
+50
New +$1.95K ﹤0.01% 2155

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brooklyn Investment Group's FHI Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in Federated Hermes (FHI) in Q1 2026: 7,935 shares worth $450K. The stake represents 0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in FHI as recently as Q2 2025.

Brooklyn Investment Group first reported a position in FHI in Q1 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Brooklyn Investment Group held 7,935 shares of Federated Hermes worth $450K as of Q1 2026.
  • Federated Hermes was a new Brooklyn Investment Group position in Q1 2026.
  • Federated Hermes made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1111 holding.
  • Brooklyn Investment Group first reported a position in Federated Hermes in Q1 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.