C.M. Bidwell & Associates’s Federated Hermes FHI Stock Holding History

C.M. Bidwell & Associates’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	–	Sell	-1,312	Closed	-$74.4K	–	515
2026 Q1	$74.4K	Sell	1,312 -427	-25%	-$23.4K	0.03%	189
2025 Q4	$90.5K	Buy	1,739 +15	+0.9%	+$762	0.04%	187
2025 Q3	$89.5K	Sell	1,724 -6	-0.3%	-$304	0.04%	185
2025 Q2	$76.7K	Hold	1,730	–	–	0.04%	191
2025 Q1	$70.5K	Sell	1,730 -50	-3%	-$1.95K	0.04%	186
2024 Q4	$73.2K	Buy	+1,780	New	+$71.9K	0.04%	201
2023 Q3	–	Sell	-3,837	Closed	-$138K	–	541
2023 Q2	$138K	Buy	3,837 +12	+0.3%	+$464	0.1%	178
2023 Q1	$154K	Buy	+3,825	New	+$150K	0.12%	153
2019 Q1	–	Sell	-2,965	Closed	-$79K	–	422
2018 Q4	$79K	Buy	+2,965	New	+$73.7K	0.09%	204

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

C.M. Bidwell & Associates's FHI Position: Q2 2026 in Review

C.M. Bidwell & Associates sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 1,312 shares — an estimated $74.4K sold.

C.M. Bidwell & Associates first reported a position in FHI in Q4 2018 and held it in 9 quarters. The position peaked at $154K in Q1 2023. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

C.M. Bidwell & Associates reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,312 Federated Hermes shares in Q2 2026, an estimated $74.4K.
C.M. Bidwell & Associates first reported a position in Federated Hermes in Q4 2018 and held it in 9 quarters.
C.M. Bidwell & Associates's Federated Hermes position peaked at $154K in Q1 2023.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.