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Creative Financial Designs’s Federated Hermes FHI Stock Holding History

Creative Financial Designs’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 		$22.2K Buy
+403
New +$22.8K ﹤0.01% 1262
2018
Q4 		– Sell
-5
Closed – – 638
2018
Q3 		$0 Buy
+5
New +$118 ﹤0.01% 767

Other funds holding FHI

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
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Financial Designs's FHI Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Federated Hermes (FHI) in Q2 2026: 403 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FHI as recently as Q3 2018.

Creative Financial Designs first reported a position in FHI in Q3 2018 and has held it in 2 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Creative Financial Designs held 403 shares of Federated Hermes worth $22.2K as of Q2 2026.
  • Federated Hermes was a new Creative Financial Designs position in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1262 holding.
  • Creative Financial Designs first reported a position in Federated Hermes in Q3 2018 and has held it in 2 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.