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 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	–	2679
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return