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CVA Family Office’s Federated Hermes FHI Stock Holding History

CVA Family Office’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 		$12.8K Buy
231
+19
+9% +$1.07K ﹤0.01% 956
2026
Q1 		$12K Buy
212
+138
+186% +$7.56K ﹤0.01% 932
2025
Q4 		$3.85K Hold
74
– – ﹤0.01% 917
2025
Q3 		$3.84K Hold
74
– – ﹤0.01% 926
2025
Q2 		$3.28K Hold
74
– – ﹤0.01% 934
2025
Q1 		$3.02K Hold
74
– – ﹤0.01% 957
2024
Q4 		$3.04K Hold
74
– – ﹤0.01% 940
2024
Q3 		$2.72K Hold
74
– – ﹤0.01% 937
2024
Q2 		$2.43K Buy
+74
New +$2.48K ﹤0.01% 924

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

CVA Family Office's FHI Position: Q2 2026 in Review

CVA Family Office increased its Federated Hermes (FHI) stake by 9% in Q2 2026, buying an estimated $1.07K and bringing the position to 231 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

CVA Family Office first reported a position in FHI in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • CVA Family Office held 231 shares of Federated Hermes worth $12.8K as of Q2 2026.
  • CVA Family Office bought 19 Federated Hermes shares in Q2 2026, an estimated $1.07K.
  • Federated Hermes made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #956 holding.
  • CVA Family Office first reported a position in Federated Hermes in Q2 2024 and has held it in 9 quarters since.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.