Graham Capital Management’s Federated Hermes FHI Stock Holding History

Graham Capital Management’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	$291K	Sell	5,135 -1,687	-25%	-$92.4K	0.01%	828
2025 Q4	$355K	Sell	6,822 -37,589	-85%	-$1.91M	0.01%	777
2025 Q3	$2.31M	Buy	44,411 +23,489	+112%	+$1.19M	0.04%	203
2025 Q2	$927K	Buy	+20,922	New	+$861K	0.01%	604
2024 Q3	–	Sell	-55,158	Closed	-$1.81M	–	1173
2024 Q2	$1.81M	Buy	55,158 +25,700	+87%	+$862K	0.04%	270
2024 Q1	$1.06M	Buy	29,458 +3,133	+12%	+$110K	0.02%	406
2023 Q4	$891K	Sell	26,325 -73,100	-74%	-$2.38M	0.02%	413
2023 Q3	$3.37M	Buy	99,425 +35,032	+54%	+$1.21M	0.08%	142
2023 Q2	$2.31M	Sell	64,393 -15,606	-20%	-$603K	0.07%	194
2023 Q1	$3.21M	Buy	79,999 +27,889	+54%	+$1.09M	0.1%	142
2022 Q4	$1.89M	Sell	52,110 -4,436	-8%	-$156K	0.06%	298
2022 Q3	$1.87M	Buy	56,546 +21,491	+61%	+$733K	0.07%	246
2022 Q2	$1.11M	Buy	+35,055	New	+$1.11M	0.05%	403

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

Graham Capital Management's FHI Position: Q1 2026 in Review

Graham Capital Management reduced its Federated Hermes (FHI) stake by 25% in Q1 2026, selling an estimated $92.4K and leaving 5,135 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #828.

Graham Capital Management first reported a position in FHI in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.37M in Q3 2023. 399 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Graham Capital Management held 5,135 shares of Federated Hermes worth $291K as of Q1 2026.
Graham Capital Management sold 1,687 Federated Hermes shares in Q1 2026, an estimated $92.4K.
Federated Hermes made up 0.01% of Graham Capital Management's portfolio in Q1 2026, its #828 holding.
Graham Capital Management first reported a position in Federated Hermes in Q2 2022 and has held it in 13 quarters since.
Graham Capital Management's Federated Hermes position peaked at $3.37M in Q3 2023.
399 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.