Curio Wealth’s Federated Hermes FHI Stock Holding History

Curio Wealth’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	–	Sell	-4	Closed	-$227	–	448
2026 Q1	$227	Buy	+4	New	+$219	﹤0.01%	731

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

Curio Wealth's FHI Position: Q2 2026 in Review

Curio Wealth sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 4 shares — an estimated $227 sold.

Curio Wealth first reported a position in FHI in Q1 2026 and held it in 1 quarter. The position peaked at $227 in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Curio Wealth reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 4 Federated Hermes shares in Q2 2026, an estimated $227.
Curio Wealth first reported a position in Federated Hermes in Q1 2026 and held it in 1 quarter.
Curio Wealth's Federated Hermes position peaked at $227 in Q1 2026.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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