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Convergence Investment Partners’s Federated Hermes FHI Stock Holding History

Convergence Investment Partners’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
2025
Q4 		– Sell
-36,535
Closed -$1.9M – 269
2025
Q3 		$1.9M Sell
36,535
-2,592
-7% -$131K 0.43% 71
2025
Q2 		$1.73M Buy
+39,127
New +$1.61M 0.44% 75
2018
Q3 		– Sell
-110,697
Closed -$2.58M – 327
2018
Q2 		$2.58M Buy
110,697
+54,758
+98% +$1.46M 0.36% 110
2018
Q1 		$1.87M Buy
55,939
+1,767
+3% +$60K 0.24% 141
2017
Q4 		$1.96M Sell
54,172
-971
-2% -$31.4K 0.26% 137
2017
Q3 		$1.64M Sell
55,143
-357
-0.6% -$10K 0.23% 166
2017
Q2 		$1.57M Buy
+55,500
New +$1.48M 0.23% 173
2014
Q3 		– Sell
-33,280
Closed -$1.03M – 382
2014
Q2 		$1.03M Buy
33,280
+810
+2% +$23.5K 0.14% 229
2014
Q1 		$992K Buy
32,470
+1,408
+5% +$39.5K 0.15% 197
2013
Q4 		$895K Buy
31,062
+5,378
+21% +$148K 0.15% 184
2013
Q3 		$698K Buy
25,684
+2,472
+11% +$70.3K 0.15% 180
2013
Q2 		$636K Buy
+23,212
New +$589K 0.17% 172

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Convergence Investment Partners's FHI Position: Q4 2025 in Review

Convergence Investment Partners sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 36,535 shares — an estimated $1.9M sold.

Convergence Investment Partners first reported a position in FHI in Q2 2013 and held it in 12 quarters. The position peaked at $2.58M in Q2 2018. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Convergence Investment Partners reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Convergence Investment Partners sold 36,535 Federated Hermes shares in Q4 2025, an estimated $1.9M.
  • Convergence Investment Partners first reported a position in Federated Hermes in Q2 2013 and held it in 12 quarters.
  • Convergence Investment Partners's Federated Hermes position peaked at $2.58M in Q2 2018.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Convergence Investment Partners's 13F filing for Q4 2025, filed 5 Feb 2026.