Fragasso Financial Advisors’s Federated Hermes FHI Stock Holding History

Fragasso Financial 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
2026 Q2	$213K	Buy	+3,854	New	+$218K	0.01%	348
2026 Q1	–	Sell	-4,027	Closed	-$210K	–	326
2025 Q4	$210K	Buy	+4,027	New	+$205K	0.01%	287
2023 Q2	–	Sell	-5,281	Closed	-$212K	–	236
2023 Q1	$212K	Sell	5,281 -453	-8%	-$17.8K	0.02%	206
2022 Q4	$208K	Buy	+5,734	New	+$201K	0.02%	204
2022 Q1	–	Sell	-5,734	Closed	-$215K	–	190
2021 Q4	$215K	Buy	+5,734	New	+$199K	0.03%	170

Other funds holding FHI

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return