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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
Q3 		$5.79M Buy
102,693
+17,992
+21% +$1.09M 0.04% 258
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

VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Congress Asset Management's FHI Position: Q3 2026 in Review

Congress Asset Management increased its Federated Hermes (FHI) stake by 21% in Q3 2026, buying an estimated $1.09M and bringing the position to 102,693 shares worth $5.79M. The position accounts for 0.04% of the portfolio, ranked #258.

Congress Asset Management first reported a position in FHI in Q2 2021 and has held it in 22 quarters since. 11 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Congress Asset Management held 102,693 shares of Federated Hermes worth $5.79M as of Q3 2026.
  • Congress Asset Management bought 17,992 Federated Hermes shares in Q3 2026, an estimated $1.09M.
  • Federated Hermes made up 0.04% of Congress Asset Management's portfolio in Q3 2026, its #258 holding.
  • Congress Asset Management first reported a position in Federated Hermes in Q2 2021 and has held it in 22 quarters since.
  • 11 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.