COMPASS FINANCIAL MANAGEMENT LLC’s Federated Hermes FHI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$196K	Buy	+3,543	New	+$200K	0.02%	428

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FHI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Federated Hermes (FHI) in Q2 2026: 3,543 shares worth $196K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

273 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,543 shares of Federated Hermes worth $196K as of Q2 2026.
Federated Hermes was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Federated Hermes made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #428 holding.
273 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.