CJ
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Caitlin John’s Federated Hermes FHI Stock Holding History

Caitlin John’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 		$611K Buy
+11,057
New +$625K 0.33% 75

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

Caitlin John's FHI Position: Q2 2026 in Review

Caitlin John opened a new position in Federated Hermes (FHI) in Q2 2026: 11,057 shares worth $611K. The stake represents 0.33% of the portfolio and ranks #75 among its holdings.

390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Caitlin John held 11,057 shares of Federated Hermes worth $611K as of Q2 2026.
  • Federated Hermes was a new Caitlin John position in Q2 2026.
  • Federated Hermes made up 0.33% of Caitlin John's portfolio in Q2 2026, its #75 holding.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.