Garde Capital’s Federated Hermes FHI Stock Holding History

Garde Capital’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
2025 Q3	–	Sell	-5	Closed	-$222	–	450
2025 Q2	$222	Hold	5	–	–	﹤0.01%	785
2025 Q1	$204	Buy	+5	New	+$195	﹤0.01%	773

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garde Capital's FHI Position: Q3 2025 in Review

Garde Capital sold out of Federated Hermes (FHI) in Q3 2025, closing a stake of 5 shares — an estimated $222 sold.

Garde Capital first reported a position in FHI in Q1 2025 and held it in 2 quarters. The position peaked at $222 in Q2 2025. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

Garde Capital reported no remaining Federated Hermes position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 Federated Hermes shares in Q3 2025, an estimated $222.
Garde Capital first reported a position in Federated Hermes in Q1 2025 and held it in 2 quarters.
Garde Capital's Federated Hermes position peaked at $222 in Q2 2025.
371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.