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
Q3 		$666K Buy
11,821
+943
+9% +$57K ﹤0.01% 1375
2026
Q2 		$601K Buy
10,878
+1,648
+18% +$93.2K ﹤0.01% 1428
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's FHI Position: Q3 2026 in Review

Farther Finance Advisors increased its Federated Hermes (FHI) stake by 8.7% in Q3 2026, buying an estimated $57K and bringing the position to 11,821 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Farther Finance Advisors first reported a position in FHI in Q4 2022 and has held it in 16 quarters since. 11 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Farther Finance Advisors held 11,821 shares of Federated Hermes worth $666K as of Q3 2026.
  • Farther Finance Advisors bought 943 Federated Hermes shares in Q3 2026, an estimated $57K.
  • Federated Hermes made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1375 holding.
  • Farther Finance Advisors first reported a position in Federated Hermes in Q4 2022 and has held it in 16 quarters since.
  • 11 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.