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Dogwood Wealth Management’s Federated Hermes FHI Stock Holding History

Dogwood 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 		$5.69K Sell
103
-20
-16% -$1.13K ﹤0.01% 485
2026
Q1 		$6.97K Buy
123
+60
+95% +$3.29K ﹤0.01% 405
2025
Q4 		$3.28K Hold
63
– – ﹤0.01% 486
2025
Q3 		$3.27K Hold
63
– – ﹤0.01% 463
2025
Q2 		$2.87K Buy
+63
New +$2.59K ﹤0.01% 527

Other funds holding FHI

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
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Federated Hermes (FHI) stake by 16% in Q2 2026, selling an estimated $1.13K and leaving 103 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Dogwood Wealth Management first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.97K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Dogwood Wealth Management held 103 shares of Federated Hermes worth $5.69K as of Q2 2026.
  • Dogwood Wealth Management sold 20 Federated Hermes shares in Q2 2026, an estimated $1.13K.
  • Federated Hermes made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Dogwood Wealth Management first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Federated Hermes position peaked at $6.97K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.