Federated Hermes
SBDS

Federated Hermes’s Solo Brands Inc SBDS Stock Holding History

Federated Hermes’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-113
Closed -$762 – 2220
2025
Q1 		$762 Sell
113
-280
-71% -$8.58K ﹤0.01% 2008
2024
Q4 		$17.9K Buy
393
+69
+21% +$3.42K ﹤0.01% 1781
2024
Q3 		$18.3K Sell
324
-209
-39% -$14.9K ﹤0.01% 1756
2024
Q2 		$48.6K Buy
533
+123
+30% +$9.69K ﹤0.01% 1622
2024
Q1 		$35.6K Sell
410
-47
-10% -$5.4K ﹤0.01% 1650
2023
Q4 		$113K Sell
457
-7
-2% -$1.36K ﹤0.01% 1579
2023
Q3 		$94.6K Hold
464
– – ﹤0.01% 1610
2023
Q2 		$105K Hold
464
– – ﹤0.01% 1613
2023
Q1 		$133K Buy
464
+8
+2% +$1.54K ﹤0.01% 1638
2022
Q4 		$67.8K Buy
+456
New +$74.5K ﹤0.01% 1684
2022
Q3 		– Sell
-2,000
Closed -$325K – 2315
2022
Q2 		$325K Sell
2,000
-19,250
-91% -$4.21M ﹤0.01% 1450
2022
Q1 		$7.25M Sell
21,250
-2,275
-10% -$1.01M 0.02% 687
2021
Q4 		$14.7M Buy
+23,525
New +$16.2M 0.03% 559

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Federated Hermes's SBDS Position: Q2 2025 in Review

Federated Hermes sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 113 shares — an estimated $762 sold.

Federated Hermes first reported a position in SBDS in Q4 2021 and held it in 13 quarters. The position peaked at $14.7M in Q4 2021. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Federated Hermes reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Federated Hermes sold 113 Solo Brands Inc shares in Q2 2025, an estimated $762.
  • Federated Hermes first reported a position in Solo Brands Inc in Q4 2021 and held it in 13 quarters.
  • Federated Hermes's Solo Brands Inc position peaked at $14.7M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Federated Hermes's 13F filing for Q2 2025, filed 13 Aug 2025.