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 Q3	$288K	Buy	5,117 +19	+0.4%	+$1.15K	0.02%	210
2026 Q2	$282K	Buy	5,098 +12	+0.2%	+$678	0.02%	207
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hardy Reed's FHI Position: Q3 2026 in Review

Hardy Reed increased its Federated Hermes (FHI) stake by 0.37% in Q3 2026, buying an estimated $1.15K and bringing the position to 5,117 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #210.

Hardy Reed first reported a position in FHI in Q4 2024 and has held it in 8 quarters since. 277 funds tracked by Wall St. Rank hold FHI as of Q3 2026.

Hardy Reed held 5,117 shares of Federated Hermes worth $288K as of Q3 2026.
Hardy Reed bought 19 Federated Hermes shares in Q3 2026, an estimated $1.15K.
Federated Hermes made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #210 holding.
Hardy Reed first reported a position in Federated Hermes in Q4 2024 and has held it in 8 quarters since.
277 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.