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Fortis Advisors’s Federated Hermes FHI Stock Holding History

Fortis 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
Q4 		– Sell
-29,025
Closed -$1.51M – 126
2025
Q3 		$1.51M Buy
29,025
+11,350
+64% +$576K 0.85% 31
2025
Q2 		$783K Hold
17,675
– – 0.5% 35
2025
Q1 		$721K Hold
17,675
– – 0.47% 39
2024
Q4 		$727K Buy
+17,675
New +$714K 0.48% 37
2023
Q3 		– Sell
-76,314
Closed -$2.74M – 91
2023
Q2 		$2.74M Hold
76,314
– – 1.96% 15
2023
Q1 		$3.06M Buy
76,314
+830
+1% +$32.6K 2% 16
2022
Q4 		$2.74M Buy
75,484
+3,575
+5% +$125K 2.09% 13
2022
Q3 		$2.38M Hold
71,909
– – 1.7% 15
2022
Q2 		$2.29M Buy
71,909
+15,490
+27% +$491K 1.52% 18
2022
Q1 		$1.92M Buy
56,419
+960
+2% +$32.7K 1.05% 22
2021
Q4 		$2.08M Buy
55,459
+860
+2% +$29.8K 1.21% 20
2021
Q3 		$1.77M Hold
54,599
– – 1.08% 23
2021
Q2 		$1.85M Buy
54,599
+50,096
+1,113% +$1.6M 1.07% 27
2021
Q1 		$141K Buy
4,503
+3,078
+216% +$90.4K 0.1% 89
2020
Q4 		$41K Buy
+1,425
New +$37.9K 0.04% 117
2019
Q4 		– Sell
-1,925,898
Closed -$63.2M – 313
2019
Q3 		$63.2M Hold
1,925,898
– – 29.72% 1
2019
Q2 		$62.6M Sell
1,925,898
-39,835
-2% -$1.26M 30.39% 1
2019
Q1 		$57.6M Hold
1,965,733
– – 30.22% 1
2018
Q4 		$52.2M Sell
1,965,733
-1,600
-0.1% -$39.7K 31.62% 1
2018
Q3 		$47.5M Buy
1,967,333
+2,609
+0.1% +$61.4K 26.66% 1
2018
Q2 		$45.8M Buy
1,964,724
+9,160
+0.5% +$245K 26.32% 1
2018
Q1 		$60.6M Sell
1,955,564
-146,615
-7% -$4.98M 33.41% 1
2017
Q4 		$75.8M Sell
2,102,179
-48,216
-2% -$1.56M 46.5% 1
2017
Q3 		$63.9M Sell
2,150,395
-7,442
-0.3% -$209K 44.25% 1
2017
Q2 		$61M Buy
2,157,837
+36,219
+2% +$967K 47.39% 1
2017
Q1 		$55.3M Buy
2,121,618
+21,581
+1% +$578K 50.16% 1
2016
Q4 		$59.4M Buy
+2,100,037
New +$58.2M 63.43% 1

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortis Advisors's FHI Position: Q4 2025 in Review

Fortis Advisors sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 29,025 shares — an estimated $1.51M sold.

Fortis Advisors first reported a position in FHI in Q4 2016 and held it in 27 quarters. The position peaked at $75.8M in Q4 2017. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Fortis Advisors reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Fortis Advisors sold 29,025 Federated Hermes shares in Q4 2025, an estimated $1.51M.
  • Fortis Advisors first reported a position in Federated Hermes in Q4 2016 and held it in 27 quarters.
  • Fortis Advisors's Federated Hermes position peaked at $75.8M in Q4 2017.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Fortis Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.