Cambridge Investment Research Advisors’s Federated Hermes FHI Stock Holding History

Cambridge Investment Research Advisors’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 Q3	–	Sell	-10,482	Closed	-$465K	–	3757
2025 Q2	$465K	Buy	+10,482	New	+$431K	﹤0.01%	2612
2025 Q1	–	Sell	-14,015	Closed	-$576K	–	3547
2024 Q4	$576K	Buy	+14,015	New	+$566K	﹤0.01%	2301
2023 Q2	–	Sell	-8,604	Closed	-$345K	–	3215
2023 Q1	$345K	Buy	8,604 +1,884	+28%	+$73.9K	﹤0.01%	2360
2022 Q4	$244K	Buy	+6,720	New	+$236K	﹤0.01%	2594
2018 Q4	–	Sell	-9,526	Closed	-$230K	–	2192
2018 Q3	$230K	Buy	9,526 +938	+11%	+$22.1K	﹤0.01%	1971
2018 Q2	$200K	Sell	8,588 -3,678	-30%	-$98.3K	﹤0.01%	2017
2018 Q1	$410K	Buy	+12,266	New	+$417K	﹤0.01%	1453

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cambridge Investment Research Advisors's FHI Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 10,482 shares — an estimated $465K sold.

Cambridge Investment Research Advisors first reported a position in FHI in Q1 2018 and held it in 7 quarters. The position peaked at $576K in Q4 2024. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

Cambridge Investment Research Advisors reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,482 Federated Hermes shares in Q3 2025, an estimated $465K.
Cambridge Investment Research Advisors first reported a position in Federated Hermes in Q1 2018 and held it in 7 quarters.
Cambridge Investment Research Advisors's Federated Hermes position peaked at $576K in Q4 2024.
371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.