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Concurrent Investment Advisors’s Federated Hermes FHI Stock Holding History

Concurrent Investment 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 		$1.58M Sell
28,645
-842
-3% -$47.6K 0.01% 796
2026
Q1 		$1.67M Buy
+29,487
New +$1.61M 0.02% 679

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

Concurrent Investment Advisors's FHI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Federated Hermes (FHI) stake by 2.9% in Q2 2026, selling an estimated $47.6K and leaving 28,645 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #796.

Concurrent Investment Advisors first reported a position in FHI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.67M in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Concurrent Investment Advisors held 28,645 shares of Federated Hermes worth $1.58M as of Q2 2026.
  • Concurrent Investment Advisors sold 842 Federated Hermes shares in Q2 2026, an estimated $47.6K.
  • Federated Hermes made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #796 holding.
  • Concurrent Investment Advisors first reported a position in Federated Hermes in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Federated Hermes position peaked at $1.67M in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.