Congress Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Other funds holding FHI
Congress Wealth Management's FHI Position: Q2 2025 in Review
Congress Wealth Management increased its Federated Hermes (FHI) stake by 178% in Q2 2025, buying an estimated $524K and bringing the position to 19,912 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #740.
Congress Wealth Management first reported a position in FHI in Q2 2024 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.
- Congress Wealth Management held 19,912 shares of Federated Hermes worth $882K as of Q2 2025.
- Congress Wealth Management bought 12,744 Federated Hermes shares in Q2 2025, an estimated $524K.
- Federated Hermes made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #740 holding.
- Congress Wealth Management first reported a position in Federated Hermes in Q2 2024 and has held it in 5 quarters since.
- 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.