Corient Private Wealth’s Federated Hermes FHI Stock Holding History

Corient Private Wealth’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 Q2	$2.78M	Sell	50,314 -52,223	-51%	-$2.95M	﹤0.01%	1173
2026 Q1	$5.81M	Buy	102,537 +6,890	+7%	+$377K	0.01%	798
2025 Q4	$4.98M	Buy	95,647 +13,686	+17%	+$695K	0.01%	773
2025 Q3	$4.26M	Buy	81,961 +9,649	+13%	+$489K	0.01%	766
2025 Q2	$3.2M	Buy	72,312 +13,185	+22%	+$542K	﹤0.01%	853
2025 Q1	$2.41M	Buy	59,127 +5,235	+10%	+$204K	﹤0.01%	908
2024 Q4	$2.21M	Buy	53,892 +13,439	+33%	+$543K	﹤0.01%	962
2024 Q3	$1.49M	Buy	40,453 +13,477	+50%	+$462K	﹤0.01%	1232
2024 Q2	$887K	Buy	+26,976	New	+$905K	﹤0.01%	1371

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

Corient Private Wealth's FHI Position: Q2 2026 in Review

Corient Private Wealth reduced its Federated Hermes (FHI) stake by 51% in Q2 2026, selling an estimated $2.95M and leaving 50,314 shares worth $2.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Corient Private Wealth first reported a position in FHI in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.81M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Corient Private Wealth held 50,314 shares of Federated Hermes worth $2.78M as of Q2 2026.
Corient Private Wealth sold 52,223 Federated Hermes shares in Q2 2026, an estimated $2.95M.
Federated Hermes made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1173 holding.
Corient Private Wealth first reported a position in Federated Hermes in Q2 2024 and has held it in 9 quarters since.
Corient Private Wealth's Federated Hermes position peaked at $5.81M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.