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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continental Advisors's FHI Position: Q1 2026 in Review

Continental Advisors reduced its Federated Hermes (FHI) stake by 7.5% in Q1 2026, selling an estimated $520K and leaving 116,359 shares worth $6.6M. The position accounts for 3.37% of the portfolio, ranked #6.

Continental Advisors first reported a position in FHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.88M in Q2 2025. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Continental Advisors held 116,359 shares of Federated Hermes worth $6.6M as of Q1 2026.
  • Continental Advisors sold 9,500 Federated Hermes shares in Q1 2026, an estimated $520K.
  • Federated Hermes made up 3.37% of Continental Advisors's portfolio in Q1 2026, its #6 holding.
  • Continental Advisors first reported a position in Federated Hermes in Q2 2013 and has held it in 52 quarters since.
  • Continental Advisors's Federated Hermes position peaked at $7.88M in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.