Cerity Partners’s Federated Hermes FHI Stock Holding History

Cerity 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	$3.96M	Buy	71,726 +17,114	+31%	+$968K	﹤0.01%	1212
2026 Q1	$3.1M	Buy	54,612 +12,892	+31%	+$706K	﹤0.01%	1240
2025 Q4	$2.17M	Sell	41,720 -1,045	-2%	-$53.1K	﹤0.01%	1341
2025 Q3	$2.22M	Buy	42,765 +11,028	+35%	+$559K	﹤0.01%	1243
2025 Q2	$1.41M	Buy	31,737 +12,213	+63%	+$502K	﹤0.01%	1362
2025 Q1	$796K	Buy	19,524 +4,659	+31%	+$182K	﹤0.01%	1534
2024 Q4	$605K	Buy	+14,865	New	+$600K	﹤0.01%	1657
2018 Q4	–	Sell	-18,997	Closed	-$458K	–	526
2018 Q3	$458K	Buy	18,997 +57	+0.3%	+$1.34K	0.03%	347
2018 Q2	$442K	Sell	18,940 -14,449	-43%	-$386K	0.03%	352
2018 Q1	$1.11M	Buy	33,389 +13,752	+70%	+$467K	0.09%	220
2017 Q4	$709K	Hold	19,637	–	–	0.05%	279
2017 Q3	$583K	Sell	19,637 -13,920	-41%	-$391K	0.04%	296
2017 Q2	$600K	Buy	33,557 +13,957	+71%	+$373K	0.05%	218
2017 Q1	$516K	Buy	+19,600	New	+$525K	0.04%	253

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners's FHI Position: Q2 2026 in Review

Cerity Partners increased its Federated Hermes (FHI) stake by 31% in Q2 2026, buying an estimated $968K and bringing the position to 71,726 shares worth $3.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Cerity Partners first reported a position in FHI in Q1 2017 and has held it in 14 quarters since. 367 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Cerity Partners held 71,726 shares of Federated Hermes worth $3.96M as of Q2 2026.
Cerity Partners bought 17,114 Federated Hermes shares in Q2 2026, an estimated $968K.
Federated Hermes made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1212 holding.
Cerity Partners first reported a position in Federated Hermes in Q1 2017 and has held it in 14 quarters since.
367 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.