EWA
FHI icon

EverSource Wealth Advisors’s Federated Hermes FHI Stock Holding History

EverSource 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 		$65.3K Sell
1,182
-1,830
-61% -$103K ﹤0.01% 1608
2026
Q1 		$171K Buy
3,012
+1,205
+67% +$66K 0.01% 1136
2025
Q4 		$94.1K Buy
1,807
+54
+3% +$2.74K ﹤0.01% 1349
2025
Q3 		$91K Buy
1,753
+186
+12% +$9.43K ﹤0.01% 1337
2025
Q2 		$69.4K Buy
1,567
+679
+76% +$27.9K ﹤0.01% 1407
2025
Q1 		$36.2K Buy
888
+324
+57% +$12.6K ﹤0.01% 1402
2024
Q4 		$23.2K Buy
564
+209
+59% +$8.44K ﹤0.01% 1540
2024
Q3 		$13.1K Sell
355
-216
-38% -$7.4K ﹤0.01% 1721
2024
Q2 		$19.6K Buy
571
+422
+283% +$14.2K ﹤0.01% 1519
2024
Q1 		$4.89K Buy
+149
New +$5.24K ﹤0.01% 2066
2023
Q4 		– Sell
-2,164
Closed -$73.3K – 2677
2023
Q3 		$73.3K Buy
2,164
+42
+2% +$1.45K 0.01% 680
2023
Q2 		$76.1K Buy
2,122
+20
+1% +$773 0.01% 676
2023
Q1 		$84.4K Buy
2,102
+140
+7% +$5.49K 0.01% 604
2022
Q4 		$71.2K Buy
1,962
+1,199
+157% +$42.1K 0.01% 623
2022
Q3 		$25K Sell
763
-1,318
-63% -$45K 0.01% 831
2022
Q2 		$66K Buy
+2,081
New +$65.9K 0.02% 519

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

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

EverSource Wealth Advisors reduced its Federated Hermes (FHI) stake by 61% in Q2 2026, selling an estimated $103K and leaving 1,182 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

EverSource Wealth Advisors first reported a position in FHI in Q2 2022 and has held it in 16 quarters since. The position peaked at $171K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • EverSource Wealth Advisors held 1,182 shares of Federated Hermes worth $65.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,830 Federated Hermes shares in Q2 2026, an estimated $103K.
  • Federated Hermes made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1608 holding.
  • EverSource Wealth Advisors first reported a position in Federated Hermes in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Federated Hermes position peaked at $171K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.