EWA
FHI icon

EP Wealth Advisors’s Federated Hermes FHI Stock Holding History

EP Wealth Advisors’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 		$368K Buy
6,668
+190
+3% +$10.7K ﹤0.01% 1183
2026
Q1 		$367K Buy
6,478
+186
+3% +$10.2K ﹤0.01% 1055
2025
Q4 		$328K Buy
+6,292
New +$320K ﹤0.01% 1086
2025
Q2 		$275K Sell
6,203
-68
-1% -$2.8K ﹤0.01% 1073
2025
Q1 		$256K Buy
6,271
+1,084
+21% +$42.3K ﹤0.01% 1004
2024
Q4 		$213K Buy
+5,187
New +$209K ﹤0.01% 1043

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

EP Wealth Advisors's FHI Position: Q2 2026 in Review

EP Wealth Advisors increased its Federated Hermes (FHI) stake by 2.9% in Q2 2026, buying an estimated $10.7K and bringing the position to 6,668 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

EP Wealth Advisors first reported a position in FHI in Q4 2024 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • EP Wealth Advisors held 6,668 shares of Federated Hermes worth $368K as of Q2 2026.
  • EP Wealth Advisors bought 190 Federated Hermes shares in Q2 2026, an estimated $10.7K.
  • Federated Hermes made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1183 holding.
  • EP Wealth Advisors first reported a position in Federated Hermes in Q4 2024 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.