DT
FHI icon

Diversified Trust’s Federated Hermes FHI Stock Holding History

Diversified Trust’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 		$645K Buy
11,685
+541
+5% +$30.6K 0.01% 674
2026
Q1 		$632K Buy
11,144
+1,704
+18% +$93.3K 0.01% 611
2025
Q4 		$492K Sell
9,440
-4
-0% -$203 0.01% 655
2025
Q3 		$490K Buy
9,444
+408
+5% +$20.7K 0.01% 641
2025
Q2 		$400K Buy
9,036
+229
+3% +$9.42K 0.01% 666
2025
Q1 		$359K Buy
8,807
+629
+8% +$24.5K 0.01% 676
2024
Q4 		$336K Buy
8,178
+208
+3% +$8.4K 0.01% 718
2024
Q3 		$293K Buy
7,970
+928
+13% +$31.8K 0.01% 729
2024
Q2 		$232K Buy
7,042
+269
+4% +$9.03K 0.01% 750
2024
Q1 		$245K Sell
6,773
-5,685
-46% -$200K 0.01% 701
2023
Q4 		$422K Buy
12,458
+6,249
+101% +$204K 0.01% 548
2023
Q3 		$210K Sell
6,209
-24,426
-80% -$841K 0.01% 736
2023
Q2 		$1.1M Buy
30,635
+15,788
+106% +$610K 0.04% 251
2023
Q1 		$596K Buy
+14,847
New +$583K 0.02% 405
2022
Q2 		– Sell
-16,783
Closed -$572K – 790
2022
Q1 		$572K Sell
16,783
-266
-2% -$9.05K 0.02% 405
2021
Q4 		$641K Buy
17,049
+1,287
+8% +$44.6K 0.02% 371
2021
Q3 		$512K Sell
15,762
-430
-3% -$14K 0.02% 389
2021
Q2 		$549K Buy
16,192
+2,998
+23% +$95.5K 0.02% 370
2021
Q1 		$413K Sell
13,194
-2,452
-16% -$72K 0.02% 444
2020
Q4 		$452K Buy
15,646
+1,574
+11% +$41.9K 0.02% 372
2020
Q3 		$303K Sell
14,072
-846
-6% -$20.1K 0.01% 443
2020
Q2 		$354K Buy
+14,918
New +$330K 0.02% 337

Other funds holding FHI

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Diversified Trust's FHI Position: Q2 2026 in Review

Diversified Trust increased its Federated Hermes (FHI) stake by 4.9% in Q2 2026, buying an estimated $30.6K and bringing the position to 11,685 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #674.

Diversified Trust first reported a position in FHI in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.1M in Q2 2023. 51 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Diversified Trust held 11,685 shares of Federated Hermes worth $645K as of Q2 2026.
  • Diversified Trust bought 541 Federated Hermes shares in Q2 2026, an estimated $30.6K.
  • Federated Hermes made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #674 holding.
  • Diversified Trust first reported a position in Federated Hermes in Q2 2020 and has held it in 22 quarters since.
  • Diversified Trust's Federated Hermes position peaked at $1.1M in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.