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Confluence Wealth Services’s Federated Hermes FHI Stock Holding History

Confluence Wealth Services’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 		$506K Buy
+9,161
New +$518K 0.01% 325
2022
Q1 		– Sell
-4,325
Closed -$162K – 548
2021
Q4 		$162K Buy
+4,325
New +$150K 0.05% 248

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

Confluence Wealth Services's FHI Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Federated Hermes (FHI) in Q2 2026: 9,161 shares worth $506K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in FHI as recently as Q4 2021.

Confluence Wealth Services first reported a position in FHI in Q4 2021 and has held it in 2 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Confluence Wealth Services held 9,161 shares of Federated Hermes worth $506K as of Q2 2026.
  • Federated Hermes was a new Confluence Wealth Services position in Q2 2026.
  • Federated Hermes made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #325 holding.
  • Confluence Wealth Services first reported a position in Federated Hermes in Q4 2021 and has held it in 2 quarters since.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.