Cetera Investment Advisers
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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
Q2 		$1.23M Buy
22,216
+1,013
+5% +$57.3K ﹤0.01% 2853
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 $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

Cetera Investment Advisers's FHI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Federated Hermes (FHI) stake by 4.8% in Q2 2026, buying an estimated $57.3K and bringing the position to 22,216 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2853.

Cetera Investment Advisers first reported a position in FHI in Q1 2024 and has held it in 10 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Cetera Investment Advisers held 22,216 shares of Federated Hermes worth $1.23M as of Q2 2026.
  • Cetera Investment Advisers bought 1,013 Federated Hermes shares in Q2 2026, an estimated $57.3K.
  • Federated Hermes made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2853 holding.
  • Cetera Investment Advisers first reported a position in Federated Hermes in Q1 2024 and has held it in 10 quarters since.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.