Harbour Investments’s Federated Hermes FHI Stock Holding History

Harbour Investments’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	$13.4K	Hold	243	–	–	﹤0.01%	3180
2026 Q1	$13.8K	Buy	243 +81	+50%	+$4.44K	﹤0.01%	3095
2025 Q4	$8.44K	Hold	162	–	–	﹤0.01%	2822
2025 Q3	$8.41K	Hold	162	–	–	﹤0.01%	2771
2025 Q2	$7.18K	Hold	162	–	–	﹤0.01%	2716
2025 Q1	$6.61K	Hold	162	–	–	﹤0.01%	2714
2024 Q4	$6.66K	Hold	162	–	–	﹤0.01%	2626
2024 Q3	$5.96K	Hold	162	–	–	﹤0.01%	2568
2024 Q2	$5.33K	Hold	162	–	–	﹤0.01%	2487
2024 Q1	$5.85K	Hold	162	–	–	﹤0.01%	2430
2023 Q4	$5.49K	Hold	162	–	–	﹤0.01%	2377
2023 Q3	$5.49K	Hold	162	–	–	﹤0.01%	2237
2023 Q2	$5.81K	Hold	162	–	–	﹤0.01%	2229
2023 Q1	$6.5K	Hold	162	–	–	﹤0.01%	2192
2022 Q4	$5.88K	Hold	162	–	–	﹤0.01%	2166
2022 Q3	$5K	Hold	162	–	–	﹤0.01%	2167
2022 Q2	$5K	Buy	+162	New	+$5.13K	﹤0.01%	2167
2021 Q4	$6K	Sell	162 -44	-21%	-$1.53K	﹤0.01%	2101
2021 Q3	$7K	Buy	206 +4	+2%	+$130	﹤0.01%	2824
2021 Q2	$7K	Sell	202 -25	-11%	-$796	﹤0.01%	2896
2021 Q1	$7K	Buy	+227	New	+$6.67K	﹤0.01%	2759

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

Harbour Investments's FHI Position: Q2 2026 in Review

Harbour Investments held its Federated Hermes (FHI) position steady in Q2 2026 at 243 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Harbour Investments first reported a position in FHI in Q1 2021 and has held it in 21 quarters since. The position peaked at $13.8K in Q1 2026. 390 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Harbour Investments held 243 shares of Federated Hermes worth $13.4K as of Q2 2026.
Harbour Investments left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3180 holding.
Harbour Investments first reported a position in Federated Hermes in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Federated Hermes position peaked at $13.8K in Q1 2026.
390 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.