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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

SDWMA

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

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

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

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

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

Globeflex Capital's FHI Position: Q1 2026 in Review

Globeflex Capital held its Federated Hermes (FHI) position steady in Q1 2026 at 7,933 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #234.

Globeflex Capital first reported a position in FHI in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2017. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Globeflex Capital held 7,933 shares of Federated Hermes worth $450K as of Q1 2026.
Globeflex Capital left its Federated Hermes share count unchanged in Q1 2026.
Federated Hermes made up 0.07% of Globeflex Capital's portfolio in Q1 2026, its #234 holding.
Globeflex Capital first reported a position in Federated Hermes in Q1 2017 and has held it in 14 quarters since.
Globeflex Capital's Federated Hermes position peaked at $1.04M in Q2 2017.
400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.