CGH
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Crossmark Global Holdings’s Federated Hermes FHI Stock Holding History

Crossmark Global Holdings’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 		$278K Hold
5,027
– – ﹤0.01% 1104
2026
Q1 		$285K Sell
5,027
-40
-0.8% -$2.19K ﹤0.01% 1047
2025
Q4 		$264K Hold
5,067
– – ﹤0.01% 1080
2025
Q3 		$263K Buy
5,067
+162
+3% +$8.21K ﹤0.01% 1151
2025
Q2 		$217K Buy
+4,905
New +$202K ﹤0.01% 1234
2023
Q4 		– Sell
-6,351
Closed -$217K – 1303
2023
Q3 		$217K Hold
6,351
– – ﹤0.01% 1171
2023
Q2 		$215K Sell
6,351
-578
-8% -$22.3K ﹤0.01% 1220
2023
Q1 		$278K Sell
6,929
-383
-5% -$15K 0.01% 1079
2022
Q4 		$265K Sell
7,312
-928
-11% -$32.6K 0.01% 1068
2022
Q3 		$273K Sell
8,240
-140
-2% -$4.78K 0.01% 1036
2022
Q2 		$266K Sell
8,380
-11,004
-57% -$349K 0.01% 1087
2022
Q1 		$660K Buy
19,384
+300
+2% +$10.2K 0.01% 792
2021
Q4 		$717K Buy
19,084
+11,210
+142% +$389K 0.02% 758
2021
Q3 		$256K Sell
7,874
-110
-1% -$3.59K 0.01% 1241
2021
Q2 		$271K Hold
7,984
– – 0.01% 1236
2021
Q1 		$250K Sell
7,984
-30
-0.4% -$881 0.01% 1263
2020
Q4 		$232K Buy
+8,014
New +$213K 0.01% 1242
2020
Q1 		– Sell
-8,240
Closed -$269K – 1308
2019
Q4 		$269K Buy
8,240
+20
+0.2% +$653 0.01% 1175
2019
Q3 		$266K Sell
8,220
-310
-4% -$10.2K 0.01% 1117
2019
Q2 		$277K Sell
8,530
-125
-1% -$3.95K 0.01% 1137
2019
Q1 		$254K Sell
8,655
-170
-2% -$4.72K 0.01% 1205
2018
Q4 		$234K Sell
8,825
-1,680
-16% -$41.7K 0.01% 1217
2018
Q3 		$253K Buy
10,505
+690
+7% +$16.2K 0.01% 1413
2018
Q2 		$229K Sell
9,815
-1,020
-9% -$27.3K 0.01% 1473
2018
Q1 		$362K Sell
10,835
-635
-6% -$21.6K 0.01% 1135
2017
Q4 		$414K Buy
11,470
+3,845
+50% +$125K 0.01% 1134
2017
Q3 		$226K Buy
+7,625
New +$214K 0.01% 1499
2016
Q3 		$226K Buy
+7,625
New +$239K 0.01% 1499

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

Crossmark Global Holdings's FHI Position: Q2 2026 in Review

Crossmark Global Holdings held its Federated Hermes (FHI) position steady in Q2 2026 at 5,027 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Crossmark Global Holdings first reported a position in FHI in Q3 2016 and has held it in 28 quarters since. The position peaked at $717K in Q4 2021. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Crossmark Global Holdings held 5,027 shares of Federated Hermes worth $278K as of Q2 2026.
  • Crossmark Global Holdings left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1104 holding.
  • Crossmark Global Holdings first reported a position in Federated Hermes in Q3 2016 and has held it in 28 quarters since.
  • Crossmark Global Holdings's Federated Hermes position peaked at $717K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.