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Clearstead Advisors’s Federated Hermes FHI Stock Holding History

Clearstead 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
Q2 		$1.44K Buy
+26
New +$1.47K ﹤0.01% 2590
2026
Q1 		– Sell
-248
Closed -$12.9K – 2460
2025
Q4 		$12.9K Buy
248
+158
+176% +$8.02K ﹤0.01% 1826
2025
Q3 		$4.67K Hold
90
– – ﹤0.01% 2180
2025
Q2 		$3.99K Buy
90
+81
+900% +$3.33K ﹤0.01% 2177
2025
Q1 		$367 Buy
+9
New +$351 ﹤0.01% 2096

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

Clearstead Advisors's FHI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Federated Hermes (FHI) in Q2 2026: 26 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FHI as recently as Q4 2025.

Clearstead Advisors first reported a position in FHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.9K in Q4 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Clearstead Advisors held 26 shares of Federated Hermes worth $1.44K as of Q2 2026.
  • Federated Hermes was a new Clearstead Advisors position in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2590 holding.
  • Clearstead Advisors first reported a position in Federated Hermes in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Federated Hermes position peaked at $12.9K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.