Burney Company’s Federated Hermes FHI Stock Holding History

Burney Company’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	$5.65M	Sell	102,363 -24,351	-19%	-$1.38M	0.15%	113
2026 Q1	$7.19M	Sell	126,714 -91,947	-42%	-$5.04M	0.22%	80
2025 Q4	$11.4M	Buy	218,661 +83,529	+62%	+$4.24M	0.36%	62
2025 Q3	$7.02M	Buy	135,132 +14,253	+12%	+$723K	0.22%	103
2025 Q2	$5.36M	Buy	120,879 +1,221	+1%	+$50.2K	0.18%	123
2025 Q1	$4.88M	Buy	+119,658	New	+$4.67M	0.18%	123
2014 Q1	–	Sell	-14,601	Closed	-$421K	–	403
2013 Q4	$421K	Sell	14,601 -981	-6%	-$26.9K	0.04%	295
2013 Q3	$423K	Sell	15,582 -3,044	-16%	-$86.6K	0.05%	291
2013 Q2	$511K	Buy	+18,626	New	+$472K	0.06%	253

Other funds holding FHI

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company's FHI Position: Q2 2026 in Review

Burney Company reduced its Federated Hermes (FHI) stake by 19% in Q2 2026, selling an estimated $1.38M and leaving 102,363 shares worth $5.65M. The position accounts for 0.15% of the portfolio, ranked #113.

Burney Company first reported a position in FHI in Q2 2013 and has held it in 9 quarters since. The position peaked at $11.4M in Q4 2025. 40 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Burney Company held 102,363 shares of Federated Hermes worth $5.65M as of Q2 2026.
Burney Company sold 24,351 Federated Hermes shares in Q2 2026, an estimated $1.38M.
Federated Hermes made up 0.15% of Burney Company's portfolio in Q2 2026, its #113 holding.
Burney Company first reported a position in Federated Hermes in Q2 2013 and has held it in 9 quarters since.
Burney Company's Federated Hermes position peaked at $11.4M in Q4 2025.
40 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.