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Frazier Financial Advisors’s Federated Hermes FHI Stock Holding History

Frazier 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 		– Sell
-19
Closed -$1.08K – 703
2026
Q1 		$1.08K Buy
+19
New +$1.04K ﹤0.01% 623
2024
Q3 		– Sell
-27
Closed -$888 – 927
2024
Q2 		$888 Hold
27
– – ﹤0.01% 865
2024
Q1 		$976 Hold
27
– – ﹤0.01% 809
2023
Q4 		$915 Buy
+27
New +$880 ﹤0.01% 768

Other funds holding FHI

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
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Frazier Financial Advisors's FHI Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 19 shares — an estimated $1.08K sold.

Frazier Financial Advisors first reported a position in FHI in Q4 2023 and held it in 4 quarters. The position peaked at $1.08K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Frazier Financial Advisors reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 19 Federated Hermes shares in Q2 2026, an estimated $1.08K.
  • Frazier Financial Advisors first reported a position in Federated Hermes in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Federated Hermes position peaked at $1.08K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.