Cetera Investment Advisers
FHI icon

Cetera Investment Advisers’s Federated Hermes FHI Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.2M Buy
21,203
+1,815
+9% +$99.4K ﹤0.01% 2748
2025
Q4 		$1.01M Buy
19,388
+1,090
+6% +$55.4K ﹤0.01% 2816
2025
Q3 		$950K Sell
18,298
-1,039
-5% -$52.7K ﹤0.01% 2809
2025
Q2 		$857K Buy
19,337
+11,275
+140% +$464K ﹤0.01% 2515
2025
Q1 		$329K Sell
8,062
-3,725
-32% -$145K ﹤0.01% 3193
2024
Q4 		$485K Buy
11,787
+3,594
+44% +$145K ﹤0.01% 2709
2024
Q3 		$301K Sell
8,193
-1,183
-13% -$40.5K ﹤0.01% 3060
2024
Q2 		$308K Sell
9,376
-365
-4% -$12.2K ﹤0.01% 3008
2024
Q1 		$352K Buy
+9,741
New +$342K ﹤0.01% 2896

Other funds holding FHI

BlackRock
BlackRock New York $5.7T 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