Clark Capital Management Group’s Federated Hermes FHI Stock Holding History

Clark Capital Management 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
2026 Q2	$6.87M	Buy	124,449 +10,030	+9%	+$567K	0.04%	225
2026 Q1	$6.49M	Sell	114,419 -33,829	-23%	-$1.85M	0.04%	213
2025 Q4	$7.72M	Buy	148,248 +21,541	+17%	+$1.09M	0.05%	187
2025 Q3	$6.58M	Buy	+126,707	New	+$6.43M	0.04%	202
2024 Q3	–	Sell	-95,899	Closed	-$3.15M	–	410
2024 Q2	$3.15M	Sell	95,899 -36,867	-28%	-$1.24M	0.02%	207
2024 Q1	$4.8M	Buy	132,766 +39,370	+42%	+$1.38M	0.04%	188
2023 Q4	$3.16M	Buy	93,396 +44,517	+91%	+$1.45M	0.03%	202
2023 Q3	$1.66M	Sell	48,879 -249,287	-84%	-$8.59M	0.02%	230
2023 Q2	$10.7M	Buy	+298,166	New	+$11.5M	0.1%	154
2019 Q1	–	Sell	-61,207	Closed	-$1.63M	–	302
2018 Q4	$1.63M	Buy	+61,207	New	+$1.52M	0.04%	184
2018 Q2	–	Sell	-66,314	Closed	-$2.21M	–	284
2018 Q1	$2.21M	Sell	66,314 -57,685	-47%	-$1.96M	0.07%	160
2017 Q4	$4.47M	Buy	123,999 +106,000	+589%	+$3.43M	0.14%	107
2017 Q3	$535K	Buy	+17,999	New	+$506K	0.02%	244
2017 Q1	–	Sell	-55,555	Closed	-$1.57M	–	287
2016 Q4	$1.57M	Buy	+55,555	New	+$1.54M	0.08%	181

Other funds holding FHI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clark Capital Management Group's FHI Position: Q2 2026 in Review

Clark Capital Management Group increased its Federated Hermes (FHI) stake by 8.8% in Q2 2026, buying an estimated $567K and bringing the position to 124,449 shares worth $6.87M. The position accounts for 0.04% of the portfolio, ranked #225.

Clark Capital Management Group first reported a position in FHI in Q4 2016 and has held it in 14 quarters since. The position peaked at $10.7M in Q2 2023. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Clark Capital Management Group held 124,449 shares of Federated Hermes worth $6.87M as of Q2 2026.
Clark Capital Management Group bought 10,030 Federated Hermes shares in Q2 2026, an estimated $567K.
Federated Hermes made up 0.04% of Clark Capital Management Group's portfolio in Q2 2026, its #225 holding.
Clark Capital Management Group first reported a position in Federated Hermes in Q4 2016 and has held it in 14 quarters since.
Clark Capital Management Group's Federated Hermes position peaked at $10.7M in Q2 2023.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.