Creative Planning’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.43M | Buy |
62,147
+13,503
| +28% | +$763K | ﹤0.01% | 1680 |
|
|
2026
Q1 | $2.76M | Buy |
48,644
+6,500
| +15% | +$356K | ﹤0.01% | 1650 |
|
|
2025
Q4 | $2.19M | Buy |
42,144
+12,857
| +44% | +$653K | ﹤0.01% | 1656 |
|
|
2025
Q3 | $1.52M | Buy |
29,287
+7,948
| +37% | +$403K | ﹤0.01% | 1757 |
|
|
2025
Q2 | $946K | Sell |
21,339
-642
| -3% | -$26.4K | ﹤0.01% | 1905 |
|
|
2025
Q1 | $896K | Buy |
21,981
+1,558
| +8% | +$60.8K | ﹤0.01% | 1797 |
|
|
2024
Q4 | $840K | Buy |
20,423
+2,525
| +14% | +$102K | ﹤0.01% | 1782 |
|
|
2024
Q3 | $658K | Sell |
17,898
-5,318
| -23% | -$182K | ﹤0.01% | 1862 |
|
|
2024
Q2 | $763K | Sell |
23,216
-68
| -0.3% | -$2.28K | ﹤0.01% | 1614 |
|
|
2024
Q1 | $841K | Buy |
23,284
+685
| +3% | +$24.1K | ﹤0.01% | 1459 |
|
|
2023
Q4 | $765K | Sell |
22,599
-4,515
| -17% | -$147K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $918K | Buy |
27,114
+2,623
| +11% | +$90.4K | ﹤0.01% | 1203 |
|
|
2023
Q2 | $878K | Buy |
24,491
+66
| +0.3% | +$2.55K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $980K | Sell |
24,425
-8,534
| -26% | -$335K | ﹤0.01% | 1089 |
|
|
2022
Q4 | $1.2M | Sell |
32,959
-1,049
| -3% | -$36.8K | ﹤0.01% | 952 |
|
|
2022
Q3 | $1.13M | Buy |
34,008
+2,858
| +9% | +$97.5K | ﹤0.01% | 919 |
|
|
2022
Q2 | $990K | Buy |
31,150
+82
| +0.3% | +$2.6K | ﹤0.01% | 984 |
|
|
2022
Q1 | $1.06M | Buy |
31,068
+369
| +1% | +$12.6K | ﹤0.01% | 956 |
|
|
2021
Q4 | $1.15M | Hold |
30,699
| – | – | ﹤0.01% | 891 |
|
|
2021
Q3 | $998K | Sell |
30,699
-13,910
| -31% | -$454K | ﹤0.01% | 954 |
|
|
2021
Q2 | $1.51M | Buy |
44,609
+22,728
| +104% | +$724K | ﹤0.01% | 775 |
|
|
2021
Q1 | $685K | Sell |
21,881
-6,703
| -23% | -$197K | ﹤0.01% | 1238 |
|
|
2020
Q4 | $826K | Buy |
28,584
+2,531
| +10% | +$67.4K | ﹤0.01% | 1046 |
|
|
2020
Q3 | $560K | Buy |
+26,053
| New | +$618K | ﹤0.01% | 1080 |
|
|
2020
Q1 | – | Sell |
-7,288
| Closed | -$238K | – | 1945 |
|
|
2019
Q4 | $238K | Buy |
+7,288
| New | +$238K | ﹤0.01% | 1542 |
|
|
2017
Q3 | – | Sell |
-984
| Closed | -$28K | – | 2498 |
|
|
2017
Q2 | $28K | Sell |
984
-57
| -5% | -$1.52K | ﹤0.01% | 2926 |
|
|
2017
Q1 | $27K | Sell |
1,041
-600
| -37% | -$16.1K | ﹤0.01% | 2909 |
|
|
2016
Q4 | $46K | Buy |
1,641
+313
| +24% | +$8.67K | ﹤0.01% | 2447 |
|
|
2016
Q3 | $39K | Buy |
1,328
+116
| +10% | +$3.63K | ﹤0.01% | 2553 |
|
|
2016
Q2 | $35K | Hold |
1,212
| – | – | ﹤0.01% | 2391 |
|
|
2016
Q1 | $35K | Hold |
1,212
| – | – | ﹤0.01% | 2346 |
|
|
2015
Q4 | $35K | Buy |
1,212
+150
| +14% | +$4.53K | ﹤0.01% | 2406 |
|
|
2015
Q3 | $31K | Buy |
+1,062
| New | +$34K | ﹤0.01% | 2395 |
|
|
2015
Q2 | – | Sell |
-2,296
| Closed | -$78K | – | 1733 |
|
|
2015
Q1 | $78K | Buy |
2,296
+1,234
| +116% | +$41K | ﹤0.01% | 1714 |
|
|
2014
Q4 | $35K | Hold |
1,062
| – | – | ﹤0.01% | 2231 |
|
|
2014
Q3 | $31K | Hold |
1,062
| – | – | ﹤0.01% | 2220 |
|
|
2014
Q2 | $33K | Hold |
1,062
| – | – | ﹤0.01% | 2159 |
|
|
2014
Q1 | $32K | Sell |
1,062
-115
| -10% | -$3.22K | ﹤0.01% | 2092 |
|
|
2013
Q4 | $34K | Sell |
1,177
-290
| -20% | -$7.95K | ﹤0.01% | 1854 |
|
|
2013
Q3 | $40K | Buy |
1,467
+1,110
| +311% | +$31.6K | ﹤0.01% | 1647 |
|
|
2013
Q2 | $10K | Buy |
+357
| New | +$9.05K | ﹤0.01% | 2274 |
|
Other funds holding FHI
SDWMA
Creative Planning's FHI Position: Q2 2026 in Review
Creative Planning increased its Federated Hermes (FHI) stake by 28% in Q2 2026, buying an estimated $763K and bringing the position to 62,147 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1680.
Creative Planning first reported a position in FHI in Q2 2013 and has held it in 41 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.
- Creative Planning held 62,147 shares of Federated Hermes worth $3.43M as of Q2 2026.
- Creative Planning bought 13,503 Federated Hermes shares in Q2 2026, an estimated $763K.
- Federated Hermes made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1680 holding.
- Creative Planning first reported a position in Federated Hermes in Q2 2013 and has held it in 41 quarters since.
- 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.