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Global Financial Private Client’s Federated Hermes FHI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-21
Closed -$856 – 697
2025
Q1 		$856 Buy
21
+14
+200% +$546 ﹤0.01% 1108
2024
Q4 		$288 Buy
+7
New +$283 ﹤0.01% 1137

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's FHI Position: Q2 2025 in Review

Global Financial Private Client sold out of Federated Hermes (FHI) in Q2 2025, closing a stake of 21 shares — an estimated $856 sold.

Global Financial Private Client first reported a position in FHI in Q4 2024 and held it in 2 quarters. The position peaked at $856 in Q1 2025. 363 funds tracked by Wall St. Rank hold FHI as of Q2 2025.

  • Global Financial Private Client reported no remaining Federated Hermes position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 21 Federated Hermes shares in Q2 2025, an estimated $856.
  • Global Financial Private Client first reported a position in Federated Hermes in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Federated Hermes position peaked at $856 in Q1 2025.
  • 363 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.