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Financiere des Professionnels’s Federated Hermes FHI Stock Holding History

Financiere des Professionnels’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
-4,297
Closed -$244K – 372
2026
Q1 		$244K Hold
4,297
– – 0.01% 295
2025
Q4 		$224K Hold
4,297
– – 0.01% 287
2025
Q3 		$223K Buy
4,297
+996
+30% +$50.5K 0.01% 317
2025
Q2 		$146K Buy
+3,301
New +$136K 0.01% 353

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

Financiere des Professionnels's FHI Position: Q2 2026 in Review

Financiere des Professionnels sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 4,297 shares — an estimated $244K sold.

Financiere des Professionnels first reported a position in FHI in Q2 2025 and held it in 4 quarters. The position peaked at $244K in Q1 2026. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Financiere des Professionnels reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Financiere des Professionnels sold 4,297 Federated Hermes shares in Q2 2026, an estimated $244K.
  • Financiere des Professionnels first reported a position in Federated Hermes in Q2 2025 and held it in 4 quarters.
  • Financiere des Professionnels's Federated Hermes position peaked at $244K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Financiere des Professionnels's 13F filing for Q2 2026, filed 5 Aug 2026.