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Essential Partners’s Federated Hermes FHI Stock Holding History

Essential 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
Q2 		$4.47K Hold
81
– – ﹤0.01% 1601
2026
Q1 		$4.59K Hold
81
– – ﹤0.01% 1617
2025
Q4 		$4.22K Sell
81
-82
-50% -$4.16K ﹤0.01% 1498
2025
Q3 		$8.46K Buy
163
+94
+136% +$4.77K ﹤0.01% 1223
2025
Q2 		$3.06K Buy
+69
New +$2.84K ﹤0.01% 1195

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

Essential Partners's FHI Position: Q2 2026 in Review

Essential Partners held its Federated Hermes (FHI) position steady in Q2 2026 at 81 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1601.

Essential Partners first reported a position in FHI in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.46K in Q3 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Essential Partners held 81 shares of Federated Hermes worth $4.47K as of Q2 2026.
  • Essential Partners left its Federated Hermes share count unchanged in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1601 holding.
  • Essential Partners first reported a position in Federated Hermes in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Federated Hermes position peaked at $8.46K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.