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Coldstream Capital Management’s Federated Hermes FHI Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-1,451
Closed -$59.2K – 1869
2025
Q1 		$59.2K Buy
+1,451
New +$56.6K ﹤0.01% 1619

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's FHI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 1,451 shares — an estimated $59.2K sold.

Coldstream Capital Management first reported a position in FHI in Q1 2025 and held it in 1 quarter. The position peaked at $59.2K in Q1 2025. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,451 Federated Hermes shares in Q2 2025, an estimated $59.2K.
  • Coldstream Capital Management first reported a position in Federated Hermes in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Federated Hermes position peaked at $59.2K in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.