Concurrent Investment Advisors
FHI icon

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
Q3 		$1.48M Sell
26,177
-2,468
-9% -$149K 0.01% 955
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

CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors's FHI Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Federated Hermes (FHI) stake by 8.6% in Q3 2026, selling an estimated $149K and leaving 26,177 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #955.

Concurrent Investment Advisors first reported a position in FHI in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.67M in Q1 2026. 37 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Concurrent Investment Advisors held 26,177 shares of Federated Hermes worth $1.48M as of Q3 2026.
  • Concurrent Investment Advisors sold 2,468 Federated Hermes shares in Q3 2026, an estimated $149K.
  • Federated Hermes made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #955 holding.
  • Concurrent Investment Advisors first reported a position in Federated Hermes in Q1 2026 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Federated Hermes position peaked at $1.67M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.