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Caprock Group’s Federated Hermes FHI Stock Holding History

Caprock Group’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 		$578K Buy
10,459
+100
+1% +$5.65K 0.01% 804
2026
Q1 		$588K Buy
10,359
+987
+11% +$54.1K 0.01% 698
2025
Q4 		$488K Buy
9,372
+1,200
+15% +$60.9K 0.01% 836
2025
Q3 		$434K Buy
+8,172
New +$414K 0.01% 841
2025
Q1 		$333K Buy
+8,174
New +$319K 0.01% 840

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

Caprock Group's FHI Position: Q2 2026 in Review

Caprock Group increased its Federated Hermes (FHI) stake by 0.97% in Q2 2026, buying an estimated $5.65K and bringing the position to 10,459 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #804.

Caprock Group first reported a position in FHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $588K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Caprock Group held 10,459 shares of Federated Hermes worth $578K as of Q2 2026.
  • Caprock Group bought 100 Federated Hermes shares in Q2 2026, an estimated $5.65K.
  • Federated Hermes made up 0.01% of Caprock Group's portfolio in Q2 2026, its #804 holding.
  • Caprock Group first reported a position in Federated Hermes in Q1 2025 and has held it in 5 quarters since.
  • Caprock Group's Federated Hermes position peaked at $588K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.