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Global Retirement Partners’s Federated Hermes FHI Stock Holding History

Global Retirement Partners’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 		$258K Buy
+4,672
New +$264K ﹤0.01% 1419
2025
Q4 		$235K Buy
4,511
+1,176
+35% +$59.7K ﹤0.01% 1375
2025
Q3 		$173K Buy
3,335
+988
+42% +$50.1K ﹤0.01% 1252
2025
Q2 		$104K Buy
+2,347
New +$96.5K ﹤0.01% 1416
2024
Q3 		– Sell
-606
Closed -$19.9K – 3555
2024
Q2 		$19.9K Sell
606
-35
-5% -$1.17K ﹤0.01% 1982
2024
Q1 		$23.2K Buy
641
+29
+5% +$1.02K ﹤0.01% 1744
2023
Q4 		$21.5K Buy
612
+79
+15% +$2.57K ﹤0.01% 1725
2023
Q3 		$17.6K Sell
533
-214
-29% -$7.37K ﹤0.01% 1700
2023
Q2 		$26.8K Sell
747
-20
-3% -$773 ﹤0.01% 1549
2023
Q1 		$31K Buy
767
+354
+86% +$13.9K ﹤0.01% 1448
2022
Q4 		$15K Hold
413
– – ﹤0.01% 1607
2022
Q3 		$14K Hold
413
– – ﹤0.01% 1532
2022
Q2 		$13K Sell
413
-37
-8% -$1.17K ﹤0.01% 1519
2022
Q1 		$15K Buy
+450
New +$15.3K ﹤0.01% 1460
2021
Q4 		– Sell
-406
Closed -$13K – 748
2021
Q3 		$13K Buy
406
+3
+0.7% +$98 ﹤0.01% 1334
2021
Q2 		$14K Buy
403
+3
+0.8% +$96 ﹤0.01% 1294
2021
Q1 		$13K Buy
+400
New +$11.8K ﹤0.01% 1221

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

Global Retirement Partners's FHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Federated Hermes (FHI) in Q2 2026: 4,672 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FHI as recently as Q4 2025.

Global Retirement Partners first reported a position in FHI in Q1 2021 and has held it in 17 quarters since. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Global Retirement Partners held 4,672 shares of Federated Hermes worth $258K as of Q2 2026.
  • Federated Hermes was a new Global Retirement Partners position in Q2 2026.
  • Federated Hermes made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1419 holding.
  • Global Retirement Partners first reported a position in Federated Hermes in Q1 2021 and has held it in 17 quarters since.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.