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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

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

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

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

FJ Capital Management's FHI Position: Q1 2026 in Review

FJ Capital Management increased its Federated Hermes (FHI) stake by 136% in Q1 2026, buying an estimated $327K and bringing the position to 10,359 shares worth $587K. The position accounts for 0.07% of the portfolio, ranked #93.

FJ Capital Management first reported a position in FHI in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.18M in Q4 2021. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

FJ Capital Management held 10,359 shares of Federated Hermes worth $587K as of Q1 2026.
FJ Capital Management bought 5,976 Federated Hermes shares in Q1 2026, an estimated $327K.
Federated Hermes made up 0.07% of FJ Capital Management's portfolio in Q1 2026, its #93 holding.
FJ Capital Management first reported a position in Federated Hermes in Q4 2021 and has held it in 5 quarters since.
FJ Capital Management's Federated Hermes position peaked at $1.18M in Q4 2021.
399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on FJ Capital Management's 13F filing for Q1 2026, filed 15 May 2026.