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CFG Wealth Management Services’s Federated Hermes FHI Stock Holding History

CFG Wealth Management Services’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 		– Sell
-1,090
Closed -$61.8K – 107
2026
Q1 		$61.8K Buy
+1,090
New +$59.7K 0.06% 94

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

CFG Wealth Management Services's FHI Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 1,090 shares — an estimated $61.8K sold.

CFG Wealth Management Services first reported a position in FHI in Q1 2026 and held it in 1 quarter. The position peaked at $61.8K in Q1 2026. 386 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 1,090 Federated Hermes shares in Q2 2026, an estimated $61.8K.
  • CFG Wealth Management Services first reported a position in Federated Hermes in Q1 2026 and held it in 1 quarter.
  • CFG Wealth Management Services's Federated Hermes position peaked at $61.8K in Q1 2026.
  • 386 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.