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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hardy Reed's FHI Position: Q2 2026 in Review

Hardy Reed increased its Federated Hermes (FHI) stake by 0.24% in Q2 2026, buying an estimated $678 and bringing the position to 5,098 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #207.

Hardy Reed first reported a position in FHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q1 2026. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Hardy Reed held 5,098 shares of Federated Hermes worth $282K as of Q2 2026.
  • Hardy Reed bought 12 Federated Hermes shares in Q2 2026, an estimated $678.
  • Federated Hermes made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #207 holding.
  • Hardy Reed first reported a position in Federated Hermes in Q4 2024 and has held it in 7 quarters since.
  • Hardy Reed's Federated Hermes position peaked at $288K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.