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 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 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

Covestor's FHI Position: Q2 2026 in Review

Covestor increased its Federated Hermes (FHI) stake by 9.8% in Q2 2026, buying an estimated $1.07K and bringing the position to 212 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1427.

Covestor first reported a position in FHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $132K in Q2 2022. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Covestor held 212 shares of Federated Hermes worth $12K as of Q2 2026.
Covestor bought 19 Federated Hermes shares in Q2 2026, an estimated $1.07K.
Federated Hermes made up 0.01% of Covestor's portfolio in Q2 2026, its #1427 holding.
Covestor first reported a position in Federated Hermes in Q4 2021 and has held it in 19 quarters since.
Covestor's Federated Hermes position peaked at $132K in Q2 2022.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.