FJ Capital Management’s Federated Hermes FHI Stock Holding History

FJ Capital Management’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	$2.07M	Buy	37,556 +27,197	+263%	+$1.54M	0.27%	54
2026 Q1	$587K	Buy	10,359 +5,976	+136%	+$327K	0.07%	93
2025 Q4	$228K	Sell	4,383 -496	-10%	-$25.2K	0.03%	123
2025 Q3	$253K	Buy	+4,879	New	+$247K	0.03%	132
2024 Q1	–	Sell	-10,310	Closed	-$349K	–	108
2023 Q4	$349K	Buy	+10,310	New	+$336K	0.04%	100
2022 Q1	–	Sell	-31,000	Closed	-$1.18M	–	105
2021 Q4	$1.18M	Buy	+31,000	New	+$1.08M	0.1%	85

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FJ Capital Management's FHI Position: Q2 2026 in Review

FJ Capital Management increased its Federated Hermes (FHI) stake by 263% in Q2 2026, buying an estimated $1.54M and bringing the position to 37,556 shares worth $2.07M. The position accounts for 0.27% of the portfolio, ranked #54.

FJ Capital Management first reported a position in FHI in Q4 2021 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

FJ Capital Management held 37,556 shares of Federated Hermes worth $2.07M as of Q2 2026.
FJ Capital Management bought 27,197 Federated Hermes shares in Q2 2026, an estimated $1.54M.
Federated Hermes made up 0.27% of FJ Capital Management's portfolio in Q2 2026, its #54 holding.
FJ Capital Management first reported a position in Federated Hermes in Q4 2021 and has held it in 6 quarters since.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on FJ Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.