Continental Advisors’s Federated Hermes FHI Stock Holding History

Continental 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
2019 Q2	–	Sell	-37,800	Closed	-$1.11M	–	77
2019 Q1	$1.11M	Sell	37,800 -77,200	-67%	-$2.14M	0.52%	60
2018 Q4	$3.05M	Buy	115,000 +25,500	+28%	+$633K	0.93%	46
2018 Q3	$2.16M	Buy	89,500 +20,000	+29%	+$470K	0.47%	67
2018 Q2	$1.62M	Buy	+69,500	New	+$1.86M	0.4%	70

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Continental Advisors's FHI Position: Q2 2026 in Review

Continental Advisors reduced its Federated Hermes (FHI) stake by 3.4% in Q2 2026, selling an estimated $226K and leaving 112,359 shares worth $6.2M. The position accounts for 2.62% of the portfolio, ranked #12.

Continental Advisors first reported a position in FHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.88M in Q2 2025. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Continental Advisors held 112,359 shares of Federated Hermes worth $6.2M as of Q2 2026.
Continental Advisors sold 4,000 Federated Hermes shares in Q2 2026, an estimated $226K.
Federated Hermes made up 2.62% of Continental Advisors's portfolio in Q2 2026, its #12 holding.
Continental Advisors first reported a position in Federated Hermes in Q2 2013 and has held it in 53 quarters since.
Continental Advisors's Federated Hermes position peaked at $7.88M in Q2 2025.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Continental Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.