Compass Financial Management’s Federated Hermes FHI Stock Holding History

Compass Financial 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
2026 Q2	$196K	Buy	+3,543	New	+$200K	0.02%	428

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Compass Financial Management's FHI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Federated Hermes (FHI) in Q2 2026: 3,543 shares worth $196K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings.

367 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Compass Financial Management held 3,543 shares of Federated Hermes worth $196K as of Q2 2026.
Federated Hermes was a new Compass Financial Management position in Q2 2026.
Federated Hermes made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #428 holding.
367 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.