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Clearstead Trust’s Federated Hermes FHI Stock Holding History

Clearstead Trust’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 		$11.5K Hold
209
– – ﹤0.01% 591
2026
Q1 		$11.9K Hold
209
– – ﹤0.01% 535
2025
Q4 		$10.9K Buy
209
+34
+19% +$1.73K ﹤0.01% 571
2025
Q3 		$9.09K Buy
+175
New +$8.88K ﹤0.01% 601

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 Trust's FHI Position: Q2 2026 in Review

Clearstead Trust held its Federated Hermes (FHI) position steady in Q2 2026 at 209 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Clearstead Trust first reported a position in FHI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Clearstead Trust held 209 shares of Federated Hermes worth $11.5K as of Q2 2026.
  • Clearstead Trust left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #591 holding.
  • Clearstead Trust first reported a position in Federated Hermes in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Trust's Federated Hermes position peaked at $11.9K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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