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Fortitude Family Office’s Federated Hermes FHI Stock Holding History

Fortitude Family Office’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
Q3 		$5.36K Buy
95
+8
+9% +$483 ﹤0.01% 1523
2026
Q2 		$4.8K Buy
87
+2
+2% +$113 ﹤0.01% 1091
2026
Q1 		$4.82K Buy
85
+53
+166% +$2.9K ﹤0.01% 928
2025
Q4 		$1.67K Sell
32
-12
-27% -$609 ﹤0.01% 1246
2025
Q3 		$2.29K Buy
44
+13
+42% +$659 ﹤0.01% 1160
2025
Q2 		$1.37K Buy
+31
New +$1.27K ﹤0.01% 1363

Other funds holding FHI

CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fortitude Family Office's FHI Position: Q3 2026 in Review

Fortitude Family Office increased its Federated Hermes (FHI) stake by 9.2% in Q3 2026, buying an estimated $483 and bringing the position to 95 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Fortitude Family Office first reported a position in FHI in Q2 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Fortitude Family Office held 95 shares of Federated Hermes worth $5.36K as of Q3 2026.
  • Fortitude Family Office bought 8 Federated Hermes shares in Q3 2026, an estimated $483.
  • Federated Hermes made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1523 holding.
  • Fortitude Family Office first reported a position in Federated Hermes in Q2 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.