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Evolve Private Wealth’s Federated Hermes FHI Stock Holding History

Evolve Private Wealth’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 		– Sell
-7,725
Closed -$438K – 1085
2026
Q1 		$438K Hold
7,725
– – 0.02% 634
2025
Q4 		$402K Buy
+7,725
New +$392K 0.02% 619

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

Evolve Private Wealth's FHI Position: Q2 2026 in Review

Evolve Private Wealth sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 7,725 shares — an estimated $438K sold.

Evolve Private Wealth first reported a position in FHI in Q4 2025 and held it in 2 quarters. The position peaked at $438K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Evolve Private Wealth reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 7,725 Federated Hermes shares in Q2 2026, an estimated $438K.
  • Evolve Private Wealth first reported a position in Federated Hermes in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Federated Hermes position peaked at $438K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

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