Covestor
FHI icon

Covestor’s Federated Hermes FHI Stock Holding History

Covestor’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
Q3 		$8K Sell
148
-64
-30% -$3.87K 0.01% 1632
2026
Q2 		$12K Buy
212
+19
+10% +$1.07K 0.01% 1427
2026
Q1 		$11K Buy
193
+12
+7% +$657 0.01% 1348
2025
Q4 		$9K Buy
181
+2
+1% +$102 ﹤0.01% 1622
2025
Q3 		$9K Sell
179
-78
-30% -$3.96K 0.01% 1652
2025
Q2 		$11K Sell
257
-15
-6% -$617 0.01% 1525
2025
Q1 		$11K Buy
272
+7
+3% +$273 0.01% 1435
2024
Q4 		$11K Sell
265
-9
-3% -$363 0.01% 1475
2024
Q3 		$10K Hold
274
– – 0.01% 1551
2024
Q2 		$9K Buy
274
+10
+4% +$336 0.01% 1608
2024
Q1 		$10K Buy
264
+7
+3% +$246 0.01% 1582
2023
Q4 		$9K Buy
257
+43
+20% +$1.4K 0.01% 1635
2023
Q3 		$7K Buy
214
+2
+0.9% +$69 0.01% 1616
2023
Q2 		$7K Buy
212
+205
+2,929% +$7.92K 0.01% 1629
2023
Q1 		$0 Hold
7
– – ﹤0.01% 2194
2022
Q4 		$0 Sell
7
-9
-56% -$316 ﹤0.01% 2221
2022
Q3 		$1K Sell
16
-4,122
-100% -$141K ﹤0.01% 1798
2022
Q2 		$132K Buy
4,138
+358
+9% +$11.3K 0.1% 256
2022
Q1 		$129K Buy
3,780
+980
+35% +$33.3K 0.09% 351
2021
Q4 		$105K Buy
+2,800
New +$97.1K 0.15% 143

Other funds holding FHI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Covestor's FHI Position: Q3 2026 in Review

Covestor reduced its Federated Hermes (FHI) stake by 30% in Q3 2026, selling an estimated $3.87K and leaving 148 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1632.

Covestor first reported a position in FHI in Q4 2021 and has held it in 20 quarters since. The position peaked at $132K in Q2 2022. 337 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Covestor held 148 shares of Federated Hermes worth $8K as of Q3 2026.
  • Covestor sold 64 Federated Hermes shares in Q3 2026, an estimated $3.87K.
  • Federated Hermes made up 0.01% of Covestor's portfolio in Q3 2026, its #1632 holding.
  • Covestor first reported a position in Federated Hermes in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Federated Hermes position peaked at $132K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.