FFA
FHI icon

Farther Finance Advisors’s Federated Hermes FHI Stock Holding History

Farther Finance 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 		$536K Buy
9,230
+2,388
+35% +$131K 0.01% 1347
2025
Q4 		$356K Buy
6,842
+5,972
+686% +$303K ﹤0.01% 1540
2025
Q3 		$45.2K Buy
870
+430
+98% +$21.8K ﹤0.01% 2501
2025
Q2 		$19.5K Sell
440
-423
-49% -$17.4K ﹤0.01% 2686
2025
Q1 		$35.3K Buy
863
+614
+247% +$24K ﹤0.01% 2080
2024
Q4 		$10.2K Sell
249
-292
-54% -$11.8K ﹤0.01% 2374
2024
Q3 		$19.9K Buy
541
+398
+278% +$13.6K ﹤0.01% 2076
2024
Q2 		$4.68K Hold
143
– – ﹤0.01% 2425
2024
Q1 		$5.16K Hold
143
– – ﹤0.01% 2055
2023
Q4 		$4.84K Sell
143
-16
-10% -$521 ﹤0.01% 1986
2023
Q3 		$5.38K Sell
159
-8
-5% -$276 ﹤0.01% 1497
2023
Q2 		$5.99K Hold
167
– – ﹤0.01% 1367
2023
Q1 		$6.7K Hold
167
– – ﹤0.01% 1240
2022
Q4 		$6.06K Buy
+167
New +$5.86K ﹤0.01% 1104

Other funds holding FHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
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
SDWMA
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
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