First Horizon Advisors’s Federated Hermes FHI Stock Holding History

First Horizon 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
2025 Q2	–	Sell	-11	Closed	-$481	–	2382
2025 Q1	$481	Hold	11	–	–	﹤0.01%	2223
2024 Q4	$481	Hold	11	–	–	﹤0.01%	2195
2024 Q3	$427	Sell	11 -27	-71%	-$925	﹤0.01%	2243
2024 Q2	$1.27K	Hold	38	–	–	﹤0.01%	2084
2024 Q1	$1.38K	Buy	38 +11	+41%	+$386	﹤0.01%	2107
2023 Q4	$914	Hold	27	–	–	﹤0.01%	2236
2023 Q3	$914	Hold	27	–	–	﹤0.01%	2226
2023 Q2	$967	Buy	+27	New	+$1.04K	﹤0.01%	2272
2022 Q3	–	Sell	-128	Closed	-$4K	–	2328
2022 Q2	$4K	Buy	128 +3	+2%	+$95	﹤0.01%	1898
2022 Q1	$4K	Sell	125 -3	-2%	-$102	﹤0.01%	1332
2021 Q4	$5K	Hold	128	–	–	﹤0.01%	1749
2021 Q3	$4K	Buy	128 +3	+2%	+$98	﹤0.01%	1792
2021 Q2	$4K	Sell	125 -302	-71%	-$9.62K	﹤0.01%	1577
2021 Q1	$13K	Sell	427 -64	-13%	-$1.88K	﹤0.01%	1208
2020 Q4	$14K	Hold	491	–	–	﹤0.01%	973
2020 Q3	$11K	Hold	491	–	–	﹤0.01%	978
2020 Q2	$12K	Hold	491	–	–	﹤0.01%	956
2020 Q1	$9K	Hold	491	–	–	﹤0.01%	954
2019 Q4	$16K	Hold	491	–	–	﹤0.01%	937
2019 Q3	$16K	Hold	491	–	–	﹤0.01%	922
2019 Q2	$16K	Hold	491	–	–	﹤0.01%	932
2019 Q1	$14K	Sell	491 -1,605	-77%	-$44.6K	﹤0.01%	940
2018 Q4	$55K	Buy	2,096 +17	+0.8%	+$422	﹤0.01%	495
2018 Q3	$50K	Buy	2,079 +19	+0.9%	+$447	﹤0.01%	581
2018 Q2	$47K	Sell	2,060 -153	-7%	-$4.09K	﹤0.01%	591
2018 Q1	$70K	Buy	2,213 +182	+9%	+$6.18K	0.01%	440
2017 Q4	$71K	Buy	2,031 +12	+0.6%	+$389	0.01%	453
2017 Q3	$61K	Buy	2,019 +14	+0.7%	+$393	0.01%	463
2017 Q2	$55K	Buy	2,005 +14	+0.7%	+$374	0.01%	473
2017 Q1	$53K	Buy	1,991 +1,500	+305%	+$40.2K	0.01%	505
2016 Q4	$15K	Hold	491	–	–	﹤0.01%	875
2016 Q3	$15K	Sell	491 -574	-54%	-$18K	﹤0.01%	868
2016 Q2	$31K	Buy	1,065 +267	+33%	+$8.16K	﹤0.01%	641
2016 Q1	$23K	Buy	798 +307	+63%	+$8.08K	﹤0.01%	758
2015 Q4	$14K	Hold	491	–	–	﹤0.01%	834
2015 Q3	$14K	Hold	491	–	–	﹤0.01%	897
2015 Q2	$16K	Hold	491	–	–	﹤0.01%	897
2015 Q1	$17K	Hold	491	–	–	﹤0.01%	885
2014 Q4	$16K	Hold	491	–	–	﹤0.01%	892
2014 Q3	$14K	Sell	491 -15	-3%	-$449	﹤0.01%	952
2014 Q2	$15K	Hold	506	–	–	﹤0.01%	923
2014 Q1	$15K	Sell	506 -147	-23%	-$4.12K	﹤0.01%	854
2013 Q4	$19K	Buy	653 +162	+33%	+$4.44K	﹤0.01%	751
2013 Q3	$13K	Buy	+491	New	+$14K	﹤0.01%	773

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Horizon Advisors's FHI Position: Q2 2025 in Review

First Horizon Advisors sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 11 shares — an estimated $481 sold.

First Horizon Advisors first reported a position in FHI in Q3 2013 and held it in 44 quarters. The position peaked at $71K in Q4 2017. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

First Horizon Advisors reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 11 Federated Hermes shares in Q2 2025, an estimated $481.
First Horizon Advisors first reported a position in Federated Hermes in Q3 2013 and held it in 44 quarters.
First Horizon Advisors's Federated Hermes position peaked at $71K in Q4 2017.
363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.