Franklin Resources’s Federated Hermes FHI Stock Holding History

Franklin Resources’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	$11.5M	Sell	207,748 -14,416	-6%	-$815K	﹤0.01%	1207
2026 Q1	$12.6M	Buy	222,164 +193,351	+671%	+$10.6M	﹤0.01%	1156
2025 Q4	$1.5M	Sell	28,813 -1,036	-3%	-$52.6K	﹤0.01%	1917
2025 Q3	$1.55M	Buy	29,849 +851	+3%	+$43.2K	﹤0.01%	1888
2025 Q2	$1.29M	Buy	28,998 +6,395	+28%	+$263K	﹤0.01%	1889
2025 Q1	$922K	Sell	22,603 -680	-3%	-$26.5K	﹤0.01%	1999
2024 Q4	$957K	Buy	+23,283	New	+$940K	﹤0.01%	2006
2022 Q1	–	Sell	-26,666	Closed	-$1M	–	2465
2021 Q4	$1M	Sell	26,666 -118	-0.4%	-$4.09K	﹤0.01%	1667
2021 Q3	$871K	Buy	+26,784	New	+$874K	﹤0.01%	1690
2018 Q2	–	Sell	-7,845	Closed	-$262K	–	1490
2018 Q1	$262K	Sell	7,845 -494	-6%	-$16.8K	﹤0.01%	1431
2017 Q4	$301K	Buy	8,339 +425	+5%	+$13.8K	﹤0.01%	1428
2017 Q3	$235K	Buy	+7,914	New	+$222K	﹤0.01%	1438

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Franklin Resources's FHI Position: Q2 2026 in Review

Franklin Resources reduced its Federated Hermes (FHI) stake by 6.5% in Q2 2026, selling an estimated $815K and leaving 207,748 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Franklin Resources first reported a position in FHI in Q3 2017 and has held it in 12 quarters since. The position peaked at $12.6M in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Franklin Resources held 207,748 shares of Federated Hermes worth $11.5M as of Q2 2026.
Franklin Resources sold 14,416 Federated Hermes shares in Q2 2026, an estimated $815K.
Federated Hermes made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1207 holding.
Franklin Resources first reported a position in Federated Hermes in Q3 2017 and has held it in 12 quarters since.
Franklin Resources's Federated Hermes position peaked at $12.6M in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.