CIBC Private Wealth Group
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CIBC Private Wealth Group’s Federated Hermes FHI Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$38.3K Buy
736
+401
+120% +$20.4K ﹤0.01% 1896
2025
Q3 		$17.4K Hold
335
– – ﹤0.01% 2197
2025
Q2 		$14.8K Hold
335
– – ﹤0.01% 2121
2025
Q1 		$12K Hold
335
– – ﹤0.01% 2179
2024
Q4 		$13.2K Hold
335
– – ﹤0.01% 2183
2024
Q3 		$12.3K Hold
335
– – ﹤0.01% 2343
2024
Q2 		$10.8K Hold
335
– – ﹤0.01% 2268
2024
Q1 		$12.1K Buy
+335
New +$11.8K ﹤0.01% 2207
2019
Q3 		– Sell
-19,885
Closed -$647K – 908
2019
Q2 		$647K Hold
19,885
– – ﹤0.01% 667
2019
Q1 		$582K Sell
19,885
-100
-0.5% -$2.78K ﹤0.01% 688
2018
Q4 		$530K Sell
19,985
-665
-3% -$16.5K ﹤0.01% 669
2018
Q3 		$498K Sell
20,650
-550
-3% -$12.9K ﹤0.01% 780
2018
Q2 		$494K Sell
21,200
-5
-0% -$134 ﹤0.01% 780
2018
Q1 		$708K Sell
21,205
-44,405
-68% -$1.51M ﹤0.01% 707
2017
Q4 		$2.37M Sell
65,610
-11,280
-15% -$365K 0.01% 474
2017
Q3 		$2.28M Sell
76,890
-985
-1% -$27.7K 0.01% 462
2017
Q2 		$2.2M Buy
77,875
+3,605
+5% +$96.3K 0.01% 369
2017
Q1 		$1.96M Buy
74,270
+10,795
+17% +$289K 0.01% 375
2016
Q4 		$1.79M Buy
63,475
+5,685
+10% +$157K 0.01% 380
2016
Q3 		$1.71M Sell
57,790
-625
-1% -$19.6K 0.01% 382
2016
Q2 		$1.68M Sell
58,415
-8,975
-13% -$274K 0.01% 380
2016
Q1 		$1.95M Sell
67,390
-5,350
-7% -$141K 0.02% 358
2015
Q4 		$2.08M Buy
72,740
+11,045
+18% +$333K 0.02% 352
2015
Q3 		$1.78M Buy
61,695
+3,113
+5% +$99.7K 0.01% 366
2015
Q2 		$1.96M Buy
58,582
+77
+0.1% +$2.65K 0.01% 376
2015
Q1 		$1.98M Sell
58,505
-120
-0.2% -$3.98K 0.01% 376
2014
Q4 		$1.93M Buy
58,625
+6,550
+13% +$203K 0.01% 378
2014
Q3 		$1.53M Buy
52,075
+1,125
+2% +$33.7K 0.01% 397
2014
Q2 		$1.57M Buy
50,950
+13,730
+37% +$399K 0.01% 383
2014
Q1 		$1.15M Buy
+37,220
New +$1.04M 0.01% 417

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC Private Wealth Group's FHI Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Federated Hermes (FHI) stake by 120% in Q4 2025, buying an estimated $20.4K and bringing the position to 736 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1896.

CIBC Private Wealth Group first reported a position in FHI in Q1 2014 and has held it in 30 quarters since. The position peaked at $2.37M in Q4 2017. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • CIBC Private Wealth Group held 736 shares of Federated Hermes worth $38.3K as of Q4 2025.
  • CIBC Private Wealth Group bought 401 Federated Hermes shares in Q4 2025, an estimated $20.4K.
  • Federated Hermes made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1896 holding.
  • CIBC Private Wealth Group first reported a position in Federated Hermes in Q1 2014 and has held it in 30 quarters since.
  • CIBC Private Wealth Group's Federated Hermes position peaked at $2.37M in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.