Dakota Wealth Management’s Federated Hermes FHI Stock Holding History

Dakota Wealth Management’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	$652K	Buy	+11,810	New	+$668K	0.01%	520

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

Dakota Wealth Management's FHI Position: Q2 2026 in Review

Dakota Wealth Management opened a new position in Federated Hermes (FHI) in Q2 2026: 11,810 shares worth $652K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings.

390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Dakota Wealth Management held 11,810 shares of Federated Hermes worth $652K as of Q2 2026.
Federated Hermes was a new Dakota Wealth Management position in Q2 2026.
Federated Hermes made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #520 holding.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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