CA
FHI icon

Claro Advisors’s Federated Hermes FHI Stock Holding History

Claro Advisors’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
Q1 		$315K Buy
+5,560
New +$304K 0.04% 356

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claro Advisors's FHI Position: Q1 2026 in Review

Claro Advisors opened a new position in Federated Hermes (FHI) in Q1 2026: 5,560 shares worth $315K. The stake represents 0.04% of the portfolio and ranks #356 among its holdings.

400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Claro Advisors held 5,560 shares of Federated Hermes worth $315K as of Q1 2026.
  • Federated Hermes was a new Claro Advisors position in Q1 2026.
  • Federated Hermes made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #356 holding.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.