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Cambria Investment Management’s Federated Hermes FHI Stock Holding History

Cambria Investment Management’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 		$8.96M Buy
162,173
+5,496
+4% +$311K 0.44% 111
2026
Q1 		$8.89M Sell
156,677
-8,898
-5% -$487K 0.5% 120
2025
Q4 		$8.62M Sell
165,575
-89,260
-35% -$4.53M 0.5% 71
2025
Q3 		$13.2M Sell
254,835
-18,050
-7% -$915K 0.8% 13
2025
Q2 		$12.1M Sell
272,885
-40,561
-13% -$1.67M 0.81% 19
2025
Q1 		$12.8M Sell
313,446
-31,911
-9% -$1.25M 0.89% 18
2024
Q4 		$14.2M Buy
345,357
+4,156
+1% +$168K 0.86% 24
2024
Q3 		$12.5M Sell
341,201
-4,174
-1% -$143K 0.75% 54
2024
Q2 		$11.4M Buy
345,375
+6,765
+2% +$227K 0.69% 84
2024
Q1 		$12.2M Buy
338,610
+69,246
+26% +$2.43M 0.73% 84
2023
Q4 		$9.12M Buy
269,364
+33,182
+14% +$1.08M 0.63% 88
2023
Q3 		$8M Buy
236,182
+18,438
+8% +$635K 0.65% 72
2023
Q2 		$7.81M Sell
217,744
-7,024
-3% -$271K 0.65% 61
2023
Q1 		$9.02M Buy
224,768
+21,950
+11% +$861K 0.75% 43
2022
Q4 		$7.36M Buy
202,818
+31,608
+18% +$1.11M 0.62% 63
2022
Q3 		$5.67M Buy
171,210
+13,170
+8% +$449K 0.61% 55
2022
Q2 		$5.02M Buy
158,040
+15,804
+11% +$501K 0.65% 66
2022
Q1 		$4.84M Buy
142,236
+47,412
+50% +$1.61M 0.62% 66
2021
Q4 		$3.56M Buy
94,824
+9,658
+11% +$335K 0.6% 62
2021
Q3 		$2.77M Sell
85,166
-3,512
-4% -$115K 0.51% 74
2021
Q2 		$3.01M Buy
88,678
+12,292
+16% +$391K 0.52% 65
2021
Q1 		$2.39M Buy
76,386
+51,522
+207% +$1.51M 0.48% 86
2020
Q4 		$718K Buy
+24,864
New +$662K 0.24% 110
2020
Q1 		– Sell
-31,418
Closed -$1.02M – 177
2019
Q4 		$1.02M Sell
31,418
-1,091
-3% -$35.6K 0.27% 126
2019
Q3 		$1.05M Sell
32,509
-2,953
-8% -$97K 0.16% 138
2019
Q2 		$1.15M Sell
35,462
-1,200
-3% -$37.9K 0.18% 129
2019
Q1 		$1.07M Sell
36,662
-1,800
-5% -$50K 0.17% 144
2018
Q4 		$1.02M Buy
+38,462
New +$955K 0.17% 141

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

Cambria Investment Management's FHI Position: Q2 2026 in Review

Cambria Investment Management increased its Federated Hermes (FHI) stake by 3.5% in Q2 2026, buying an estimated $311K and bringing the position to 162,173 shares worth $8.96M. The position accounts for 0.44% of the portfolio, ranked #111.

Cambria Investment Management first reported a position in FHI in Q4 2018 and has held it in 28 quarters since. The position peaked at $14.2M in Q4 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Cambria Investment Management held 162,173 shares of Federated Hermes worth $8.96M as of Q2 2026.
  • Cambria Investment Management bought 5,496 Federated Hermes shares in Q2 2026, an estimated $311K.
  • Federated Hermes made up 0.44% of Cambria Investment Management's portfolio in Q2 2026, its #111 holding.
  • Cambria Investment Management first reported a position in Federated Hermes in Q4 2018 and has held it in 28 quarters since.
  • Cambria Investment Management's Federated Hermes position peaked at $14.2M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.