DGS Capital Management’s Federated Hermes FHI Stock Holding History

DGS 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
2026 Q1	$4.1M	Buy	72,314 +8,107	+13%	+$444K	0.67%	21
2025 Q4	$3.34M	Buy	64,207 +12,562	+24%	+$638K	0.57%	22
2025 Q3	$2.68M	Buy	51,645 +6,383	+14%	+$324K	0.49%	29
2025 Q2	$2.01M	Buy	45,262 +12,817	+40%	+$527K	0.41%	41
2025 Q1	$1.32M	Buy	32,445 +10,241	+46%	+$400K	0.35%	53
2024 Q4	$913K	Buy	22,204 +1,489	+7%	+$60.1K	0.23%	86
2024 Q3	$762K	Buy	20,715 +931	+5%	+$31.9K	0.21%	97
2024 Q2	$650K	Buy	19,784 +2,812	+17%	+$94.3K	0.18%	108
2024 Q1	$613K	Buy	16,972 +7,714	+83%	+$271K	0.17%	114
2023 Q4	$313K	Buy	9,258 +584	+7%	+$19K	0.12%	159
2023 Q3	$294K	Buy	8,674 +1,954	+29%	+$67.3K	0.14%	155
2023 Q2	$241K	Buy	6,720 +1,733	+35%	+$67K	0.12%	186
2023 Q1	$200K	Buy	+4,987	New	+$196K	0.11%	198

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DGS Capital Management's FHI Position: Q1 2026 in Review

DGS Capital Management increased its Federated Hermes (FHI) stake by 13% in Q1 2026, buying an estimated $444K and bringing the position to 72,314 shares worth $4.1M. The position accounts for 0.67% of the portfolio, ranked #21.

DGS Capital Management first reported a position in FHI in Q1 2023 and has held it in 13 quarters since. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

DGS Capital Management held 72,314 shares of Federated Hermes worth $4.1M as of Q1 2026.
DGS Capital Management bought 8,107 Federated Hermes shares in Q1 2026, an estimated $444K.
Federated Hermes made up 0.67% of DGS Capital Management's portfolio in Q1 2026, its #21 holding.
DGS Capital Management first reported a position in Federated Hermes in Q1 2023 and has held it in 13 quarters since.
401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.