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Catalyst Financial Partners’s Federated Hermes FHI Stock Holding History

Catalyst Financial Partners’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 		$342K Sell
6,187
-2,787
-31% -$158K 0.03% 287
2026
Q1 		$509K Buy
+8,974
New +$491K 0.06% 201

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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

Catalyst Financial Partners's FHI Position: Q2 2026 in Review

Catalyst Financial Partners reduced its Federated Hermes (FHI) stake by 31% in Q2 2026, selling an estimated $158K and leaving 6,187 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #287.

Catalyst Financial Partners first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $509K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Catalyst Financial Partners held 6,187 shares of Federated Hermes worth $342K as of Q2 2026.
  • Catalyst Financial Partners sold 2,787 Federated Hermes shares in Q2 2026, an estimated $158K.
  • Federated Hermes made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #287 holding.
  • Catalyst Financial Partners first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Catalyst Financial Partners's Federated Hermes position peaked at $509K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.