Edgestream Partners’s Federated Hermes FHI Stock Holding History

Edgestream Partners’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 Q3	$312K	Buy	+5,541	New	+$335K	0.01%	845
2023 Q4	–	Sell	-38,857	Closed	-$1.32M	–	907
2023 Q3	$1.32M	Sell	38,857 -3,738	-9%	-$129K	0.1%	309
2023 Q2	$1.53M	Buy	+42,595	New	+$1.65M	0.14%	255
2022 Q3	–	Sell	-30,082	Closed	-$956K	–	509
2022 Q2	$956K	Sell	30,082 -11,404	-27%	-$361K	0.08%	328
2022 Q1	$1.41M	Buy	+41,486	New	+$1.41M	0.11%	271
2021 Q4	–	Sell	-16,977	Closed	-$552K	–	505
2021 Q3	$552K	Buy	+16,977	New	+$554K	0.03%	382

Other funds holding FHI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Edgestream Partners's FHI Position: Q3 2026 in Review

Edgestream Partners opened a new position in Federated Hermes (FHI) in Q3 2026: 5,541 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in FHI as recently as Q3 2023.

Edgestream Partners first reported a position in FHI in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.53M in Q2 2023. 337 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

Edgestream Partners held 5,541 shares of Federated Hermes worth $312K as of Q3 2026.
Federated Hermes was a new Edgestream Partners position in Q3 2026.
Federated Hermes made up 0.01% of Edgestream Partners's portfolio in Q3 2026, its #845 holding.
Edgestream Partners first reported a position in Federated Hermes in Q3 2021 and has held it in 6 quarters since.
Edgestream Partners's Federated Hermes position peaked at $1.53M in Q2 2023.
337 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Edgestream Partners's 13F filing for Q3 2026, filed 10 Nov 2026.