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Dean Investment Associates’s Federated Hermes FHI Stock Holding History

Dean Investment Associates’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
-37,813
Closed -$1.96M – 204
2025
Q3 		$1.96M Buy
37,813
+4,920
+15% +$250K 0.28% 148
2025
Q2 		$1.46M Sell
32,893
-2,703
-8% -$111K 0.21% 162
2025
Q1 		$1.45M Sell
35,596
-68,353
-66% -$2.67M 0.21% 170
2024
Q4 		$4.27M Buy
103,949
+42,921
+70% +$1.73M 0.61% 50
2024
Q3 		$2.24M Sell
61,028
-68,234
-53% -$2.34M 0.3% 159
2024
Q2 		$4.25M Sell
129,262
-3,820
-3% -$128K 0.6% 60
2024
Q1 		$4.81M Buy
133,082
+25,694
+24% +$903K 0.66% 49
2023
Q4 		$3.64M Buy
107,388
+20,499
+24% +$668K 0.52% 83
2023
Q3 		$2.94M Buy
86,889
+45,602
+110% +$1.57M 0.48% 81
2023
Q2 		$1.48M Buy
41,287
+9,993
+32% +$386K 0.24% 152
2023
Q1 		$1.26M Sell
31,294
-6,500
-17% -$255K 0.2% 172
2022
Q4 		$1.37M Buy
37,794
+11,355
+43% +$398K 0.23% 150
2022
Q3 		$876K Buy
+26,439
New +$902K 0.18% 185

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 Investment Associates's FHI Position: Q4 2025 in Review

Dean Investment Associates sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 37,813 shares — an estimated $1.96M sold.

Dean Investment Associates first reported a position in FHI in Q3 2022 and held it in 13 quarters. The position peaked at $4.81M in Q1 2024. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Dean Investment Associates reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Dean Investment Associates sold 37,813 Federated Hermes shares in Q4 2025, an estimated $1.96M.
  • Dean Investment Associates first reported a position in Federated Hermes in Q3 2022 and held it in 13 quarters.
  • Dean Investment Associates's Federated Hermes position peaked at $4.81M in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Dean Investment Associates's 13F filing for Q4 2025, filed 17 Feb 2026.