Globeflex Capital’s Federated Hermes FHI Stock Holding History

Globeflex 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
2026 Q2	$329K	Sell	5,960 -1,973	-25%	-$112K	0.04%	271
2026 Q1	$450K	Hold	7,933	–	–	0.07%	234
2025 Q4	$413K	Hold	7,933	–	–	0.06%	253
2025 Q3	$412K	Sell	7,933 -1,767	-18%	-$89.6K	0.06%	261
2025 Q2	$430K	Hold	9,700	–	–	0.04%	269
2025 Q1	$395K	Hold	9,700	–	–	0.04%	273
2024 Q4	$399K	Buy	+9,700	New	+$392K	0.03%	287
2021 Q3	–	Sell	-18,602	Closed	-$631K	–	469
2021 Q2	$631K	Hold	18,602	–	–	0.11%	261
2021 Q1	$582K	Hold	18,602	–	–	0.11%	278
2020 Q4	$537K	Hold	18,602	–	–	0.11%	284
2020 Q3	$400K	Buy	+18,602	New	+$441K	0.11%	289
2020 Q2	–	Sell	-26	Closed	–	–	539
2020 Q1	$0	Buy	+26	New	+$772	﹤0.01%	534
2017 Q4	–	Sell	-15,587	Closed	-$463K	–	406
2017 Q3	$463K	Sell	15,587 -21,240	-58%	-$597K	0.13%	238
2017 Q2	$1.04M	Buy	36,827 +16,930	+85%	+$452K	0.26%	154
2017 Q1	$524K	Buy	+19,897	New	+$533K	0.12%	261

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

Globeflex Capital's FHI Position: Q2 2026 in Review

Globeflex Capital reduced its Federated Hermes (FHI) stake by 25% in Q2 2026, selling an estimated $112K and leaving 5,960 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #271.

Globeflex Capital first reported a position in FHI in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.04M in Q2 2017. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Globeflex Capital held 5,960 shares of Federated Hermes worth $329K as of Q2 2026.
Globeflex Capital sold 1,973 Federated Hermes shares in Q2 2026, an estimated $112K.
Federated Hermes made up 0.04% of Globeflex Capital's portfolio in Q2 2026, its #271 holding.
Globeflex Capital first reported a position in Federated Hermes in Q1 2017 and has held it in 15 quarters since.
Globeflex Capital's Federated Hermes position peaked at $1.04M in Q2 2017.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Globeflex Capital's 13F filing for Q2 2026, filed 12 Aug 2026.