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Caldwell Sutter Capital’s Federated Hermes FHI Stock Holding History

Caldwell Sutter Capital’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
2025
Q4 		– Sell
-200
Closed -$10.4K – 889
2025
Q3 		$10.4K Buy
+200
New +$10.1K ﹤0.01% 545

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caldwell Sutter Capital's FHI Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 200 shares — an estimated $10.4K sold.

Caldwell Sutter Capital first reported a position in FHI in Q3 2025 and held it in 1 quarter. The position peaked at $10.4K in Q3 2025. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 200 Federated Hermes shares in Q4 2025, an estimated $10.4K.
  • Caldwell Sutter Capital first reported a position in Federated Hermes in Q3 2025 and held it in 1 quarter.
  • Caldwell Sutter Capital's Federated Hermes position peaked at $10.4K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.