EWP
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Elevation Wealth Partners’s Federated Hermes FHI Stock Holding History

Elevation Wealth 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 		$2.93K Hold
52
– – ﹤0.01% 1196
2026
Q2 		$2.87K Hold
52
– – ﹤0.01% 1138
2026
Q1 		$2.95K Buy
+52
New +$2.85K ﹤0.01% 836

Other funds holding FHI

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's FHI Position: Q3 2026 in Review

Elevation Wealth Partners held its Federated Hermes (FHI) position steady in Q3 2026 at 52 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Elevation Wealth Partners first reported a position in FHI in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.95K in Q1 2026. 11 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Elevation Wealth Partners held 52 shares of Federated Hermes worth $2.93K as of Q3 2026.
  • Elevation Wealth Partners left its Federated Hermes share count unchanged in Q3 2026.
  • Federated Hermes made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1196 holding.
  • Elevation Wealth Partners first reported a position in Federated Hermes in Q1 2026 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Federated Hermes position peaked at $2.95K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.