EF
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Empowered Funds’s Federated Hermes FHI Stock Holding History

Empowered Funds’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 		$2.24M Sell
40,569
-45,769
-53% -$2.59M 0.01% 1130
2026
Q1 		$4.9M Buy
+86,338
New +$4.73M 0.03% 648
2025
Q4 		– Sell
-55,604
Closed -$2.89M – 1297
2025
Q3 		$2.89M Buy
55,604
+2,361
+4% +$120K 0.03% 731
2025
Q2 		$2.36M Sell
53,243
-291,316
-85% -$12M 0.03% 746
2025
Q1 		$14M Buy
+344,559
New +$13.4M 0.2% 91
2019
Q4 		– Sell
-38,528
Closed -$1.25M – 120
2019
Q3 		$1.25M Buy
+38,528
New +$1.27M 0.54% 49

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

Empowered Funds's FHI Position: Q2 2026 in Review

Empowered Funds reduced its Federated Hermes (FHI) stake by 53% in Q2 2026, selling an estimated $2.59M and leaving 40,569 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #1130.

Empowered Funds first reported a position in FHI in Q3 2019 and has held it in 6 quarters since. The position peaked at $14M in Q1 2025. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Empowered Funds held 40,569 shares of Federated Hermes worth $2.24M as of Q2 2026.
  • Empowered Funds sold 45,769 Federated Hermes shares in Q2 2026, an estimated $2.59M.
  • Federated Hermes made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1130 holding.
  • Empowered Funds first reported a position in Federated Hermes in Q3 2019 and has held it in 6 quarters since.
  • Empowered Funds's Federated Hermes position peaked at $14M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.