Foundation Resource Management
FHI icon

Foundation Resource Management’s Federated Hermes FHI Stock Holding History

Foundation Resource 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
Q3 		$20.6M Sell
366,204
-13,913
-4% -$841K 2.2% 15
2026
Q2 		$21M Sell
380,117
-6,869
-2% -$388K 2.44% 15
2026
Q1 		$21.9M Sell
386,986
-8,907
-2% -$488K 2.47% 12
2025
Q4 		$20.6M Sell
395,893
-935
-0.2% -$47.5K 2.76% 12
2025
Q3 		$20.6M Sell
396,828
-1,685
-0.4% -$85.4K 2.96% 12
2025
Q2 		$17.7M Sell
398,513
-3,165
-0.8% -$130K 2.73% 13
2025
Q1 		$16.4M Sell
401,678
-13,899
-3% -$542K 2.58% 14
2024
Q4 		$17.1M Sell
415,577
-2,675
-0.6% -$108K 2.85% 11
2024
Q3 		$15.4M Sell
418,252
-651
-0.2% -$22.3K 2.38% 15
2024
Q2 		$13.8M Buy
418,903
+330
+0.1% +$11.1K 2.2% 16
2024
Q1 		$15.1M Buy
418,573
+3,994
+1% +$140K 2.37% 15
2023
Q4 		$14M Buy
414,579
+6,482
+2% +$211K 2.24% 17
2023
Q3 		$13.8M Sell
408,097
-1,624
-0.4% -$55.9K 2.29% 17
2023
Q2 		$14.7M Buy
409,721
+5,827
+1% +$225K 2.45% 18
2023
Q1 		$16.2M Buy
403,894
+3,658
+0.9% +$144K 2.69% 15
2022
Q4 		$14.5M Buy
400,236
+877
+0.2% +$30.8K 2.4% 16
2022
Q3 		$13.2M Buy
399,359
+5,506
+1% +$188K 2.51% 13
2022
Q2 		$12.5M Buy
393,853
+3,384
+0.9% +$107K 2.23% 15
2022
Q1 		$13.3M Buy
390,469
+9,600
+3% +$327K 2.05% 19
2021
Q4 		$14.3M Buy
380,869
+5,145
+1% +$178K 2.78% 14
2021
Q3 		$12.2M Sell
375,724
-223
-0.1% -$7.27K 2.75% 13
2021
Q2 		$12.7M Sell
375,947
-717
-0.2% -$22.8K 2.86% 15
2021
Q1 		$11.8M Buy
376,664
+133,902
+55% +$3.93M 2.81% 15
2020
Q4 		$7.01M Buy
242,762
+1,727
+0.7% +$46K 1.83% 22
2020
Q3 		$5.18M Sell
241,035
-480
-0.2% -$11.4K 1.58% 22
2020
Q2 		$5.72M Sell
241,515
-1,609
-0.7% -$35.6K 1.76% 21
2020
Q1 		$4.63M Sell
243,124
-39,005
-14% -$1.16M 1.65% 22
2019
Q4 		$9.2M Sell
282,129
-2,539
-0.9% -$82.9K 2.08% 19
2019
Q3 		$9.23M Sell
284,668
-3,363
-1% -$110K 2.02% 20
2019
Q2 		$9.36M Sell
288,031
-1,380
-0.5% -$43.6K 1.91% 19
2019
Q1 		$8.48M Sell
289,411
-14,032
-5% -$390K 1.78% 19
2018
Q4 		$8.06M Buy
303,443
+73,677
+32% +$1.83M 1.74% 19
2018
Q3 		$5.54M Buy
+229,766
New +$5.4M 1.07% 26

Other funds holding FHI

BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
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 30.39% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Alpha Omega Wealth Management
Alpha Omega Wealth Management Richmond, Virginia $665M AUM 18.39% 1-Year Est. Return
Vista Investment Partners
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
Murphy Pohlad Asset Management
Murphy Pohlad Asset Management Eden Prairie, Minnesota $288M AUM 30.61% 1-Year Est. Return

Foundation Resource Management's FHI Position: Q3 2026 in Review

Foundation Resource Management reduced its Federated Hermes (FHI) stake by 3.7% in Q3 2026, selling an estimated $841K and leaving 366,204 shares worth $20.6M. The position accounts for 2.2% of the portfolio, ranked #15.

Foundation Resource Management first reported a position in FHI in Q3 2018 and has held it in 33 quarters since. The position peaked at $21.9M in Q1 2026. 84 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

  • Foundation Resource Management held 366,204 shares of Federated Hermes worth $20.6M as of Q3 2026.
  • Foundation Resource Management sold 13,913 Federated Hermes shares in Q3 2026, an estimated $841K.
  • Federated Hermes made up 2.2% of Foundation Resource Management's portfolio in Q3 2026, its #15 holding.
  • Foundation Resource Management first reported a position in Federated Hermes in Q3 2018 and has held it in 33 quarters since.
  • Foundation Resource Management's Federated Hermes position peaked at $21.9M in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Foundation Resource Management's 13F filing for Q3 2026, filed 19 Oct 2026.