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Congress Asset Management’s Federated Hermes FHI Stock Holding History

Congress Asset 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 		$4.68M Buy
84,701
+911
+1% +$51.5K 0.03% 254
2026
Q1 		$4.75M Buy
83,790
+11,487
+16% +$629K 0.03% 252
2025
Q4 		$3.76M Buy
72,303
+2,057
+3% +$104K 0.03% 248
2025
Q3 		$3.65M Buy
70,246
+630
+0.9% +$31.9K 0.02% 247
2025
Q2 		$3.09M Buy
69,616
+18,334
+36% +$754K 0.02% 260
2025
Q1 		$2.09M Sell
51,282
-289
-0.6% -$11.3K 0.02% 271
2024
Q4 		$2.12M Buy
51,571
+2,294
+5% +$92.7K 0.01% 280
2024
Q3 		$1.81M Sell
49,277
-449
-0.9% -$15.4K 0.01% 283
2024
Q2 		$1.63M Sell
49,726
-476
-0.9% -$16K 0.01% 286
2024
Q1 		$1.81M Buy
50,202
+518
+1% +$18.2K 0.01% 280
2023
Q4 		$1.68M Buy
49,684
+178
+0.4% +$5.8K 0.01% 299
2023
Q3 		$1.68M Buy
49,506
+69
+0.1% +$2.38K 0.01% 286
2023
Q2 		$1.77M Buy
49,437
+644
+1% +$24.9K 0.02% 289
2023
Q1 		$1.96M Buy
48,793
+4,859
+11% +$191K 0.02% 284
2022
Q4 		$1.6M Buy
43,934
+439
+1% +$15.4K 0.02% 293
2022
Q3 		$1.44M Buy
43,495
+459
+1% +$15.7K 0.02% 288
2022
Q2 		$1.37M Sell
43,036
-2,218
-5% -$70.3K 0.01% 303
2022
Q1 		$1.54M Buy
45,254
+3,363
+8% +$114K 0.01% 301
2021
Q4 		$1.57M Buy
41,891
+12
+0% +$416 0.01% 301
2021
Q3 		$1.36M Buy
41,879
+304
+0.7% +$9.92K 0.01% 292
2021
Q2 		$1.41M Buy
+41,575
New +$1.32M 0.01% 291

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

Congress Asset Management's FHI Position: Q2 2026 in Review

Congress Asset Management increased its Federated Hermes (FHI) stake by 1.1% in Q2 2026, buying an estimated $51.5K and bringing the position to 84,701 shares worth $4.68M. The position accounts for 0.03% of the portfolio, ranked #254.

Congress Asset Management first reported a position in FHI in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.75M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Congress Asset Management held 84,701 shares of Federated Hermes worth $4.68M as of Q2 2026.
  • Congress Asset Management bought 911 Federated Hermes shares in Q2 2026, an estimated $51.5K.
  • Federated Hermes made up 0.03% of Congress Asset Management's portfolio in Q2 2026, its #254 holding.
  • Congress Asset Management first reported a position in Federated Hermes in Q2 2021 and has held it in 21 quarters since.
  • Congress Asset Management's Federated Hermes position peaked at $4.75M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.