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Dean Capital Management’s Federated Hermes FHI Stock Holding History

Dean Capital 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
2025
Q4 		– Sell
-31,201
Closed -$1.62M – 121
2025
Q3 		$1.62M Buy
31,201
+4,716
+18% +$239K 0.63% 90
2025
Q2 		$1.17M Buy
26,485
+1,365
+5% +$56.1K 0.48% 110
2025
Q1 		$1.02M Sell
25,120
-44,938
-64% -$1.75M 0.45% 116
2024
Q4 		$2.88M Buy
70,058
+31,347
+81% +$1.27M 1.23% 11
2024
Q3 		$1.42M Sell
38,711
-8,984
-19% -$308K 0.6% 99
2024
Q2 		$1.57M Buy
47,695
+2,137
+5% +$71.7K 2.02% 14
2024
Q1 		$1.65M Buy
45,558
+9,236
+25% +$324K 0.96% 38
2023
Q4 		$1.23M Buy
36,322
+1,534
+4% +$50K 0.76% 83
2023
Q3 		$1.18M Buy
34,788
+18,355
+112% +$632K 0.88% 49
2023
Q2 		$589K Buy
16,433
+4,623
+39% +$179K 0.79% 59
2023
Q1 		$474K Sell
11,810
-3,191
-21% -$125K 0.62% 60
2022
Q4 		$545K Buy
15,001
+3,981
+36% +$140K 0.72% 48
2022
Q3 		$365K Buy
+11,020
New +$376K 0.55% 57

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dean Capital Management's FHI Position: Q4 2025 in Review

Dean Capital Management sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 31,201 shares — an estimated $1.62M sold.

Dean Capital Management first reported a position in FHI in Q3 2022 and held it in 13 quarters. The position peaked at $2.88M in Q4 2024. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Dean Capital Management reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Dean Capital Management sold 31,201 Federated Hermes shares in Q4 2025, an estimated $1.62M.
  • Dean Capital Management first reported a position in Federated Hermes in Q3 2022 and held it in 13 quarters.
  • Dean Capital Management's Federated Hermes position peaked at $2.88M in Q4 2024.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Dean Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.