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Hardy Reed’s Federated Hermes FHI Stock Holding History

Hardy Reed’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 		$288K Sell
5,086
-4
-0.1% -$219 0.02% 193
2025
Q4 		$265K Buy
5,090
+86
+2% +$4.37K 0.02% 205
2025
Q3 		$260K Hold
5,004
– – 0.02% 207
2025
Q2 		$222K Buy
5,004
+14
+0.3% +$576 0.02% 232
2025
Q1 		$203K Hold
4,990
– – 0.02% 229
2024
Q4 		$205K Buy
+4,990
New +$202K 0.02% 241

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hardy Reed's FHI Position: Q1 2026 in Review

Hardy Reed reduced its Federated Hermes (FHI) stake by 0.08% in Q1 2026, selling an estimated $219 and leaving 5,086 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #193.

Hardy Reed first reported a position in FHI in Q4 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Hardy Reed held 5,086 shares of Federated Hermes worth $288K as of Q1 2026.
  • Hardy Reed sold 4 Federated Hermes shares in Q1 2026, an estimated $219.
  • Federated Hermes made up 0.02% of Hardy Reed's portfolio in Q1 2026, its #193 holding.
  • Hardy Reed first reported a position in Federated Hermes in Q4 2024 and has held it in 6 quarters since.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.