Cynosure Group’s Federated Hermes FHI Stock Holding History

Cynosure Group’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	-7,490	Closed	-$425K	–	210
2026 Q1	$425K	Buy	+7,490	New	+$410K	0.05%	122

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

Cynosure Group's FHI Position: Q2 2026 in Review

Cynosure Group sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 7,490 shares — an estimated $425K sold.

Cynosure Group first reported a position in FHI in Q1 2026 and held it in 1 quarter. The position peaked at $425K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Cynosure Group reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 7,490 Federated Hermes shares in Q2 2026, an estimated $425K.
Cynosure Group first reported a position in Federated Hermes in Q1 2026 and held it in 1 quarter.
Cynosure Group's Federated Hermes position peaked at $425K in Q1 2026.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.