Capital Fund Management (CFM)
FHI icon

Capital Fund Management (CFM)’s Federated Hermes FHI Stock Holding History

Capital Fund Management (CFM)’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
2013
Q3 		– Sell
-17,900
Closed -$491K – 1669
2013
Q2 		$491K Buy
+17,900
New +$454K 0.01% 1007

Other funds holding FHI

BlackRock
BlackRock New York $5.72T 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

Capital Fund Management (CFM)'s FHI Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Federated Hermes (FHI) stake by 43% in Q1 2026, selling an estimated $2.14M and leaving 52,570 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #1164.

Capital Fund Management (CFM) first reported a position in FHI in Q2 2013 and has held it in 24 quarters since. The position peaked at $6.95M in Q4 2016. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Capital Fund Management (CFM) held 52,570 shares of Federated Hermes worth $2.98M as of Q1 2026.
  • Capital Fund Management (CFM) sold 39,092 Federated Hermes shares in Q1 2026, an estimated $2.14M.
  • Federated Hermes made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1164 holding.
  • Capital Fund Management (CFM) first reported a position in Federated Hermes in Q2 2013 and has held it in 24 quarters since.
  • Capital Fund Management (CFM)'s Federated Hermes position peaked at $6.95M in Q4 2016.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.