CMBA
FHI icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return