Harvest Fund Management’s Federated Hermes FHI Stock Holding History

Harvest Fund 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 Q2	$8K	Hold	141	–	–	﹤0.01%	429
2026 Q1	$8K	Hold	141	–	–	﹤0.01%	447
2025 Q4	$7K	Hold	141	–	–	﹤0.01%	518
2025 Q3	$7K	Hold	141	–	–	﹤0.01%	544
2025 Q2	$6K	Hold	141	–	–	﹤0.01%	541
2025 Q1	$6K	Sell	141 -7,584	-98%	-$296K	﹤0.01%	598
2024 Q4	$317K	Buy	+7,725	New	+$312K	0.01%	399
2019 Q2	–	Sell	-1,799	Closed	-$53K	–	393
2019 Q1	$53K	Hold	1,799	–	–	0.01%	266
2018 Q4	$48K	Buy	+1,799	New	+$44.7K	0.01%	246

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

Harvest Fund Management's FHI Position: Q2 2026 in Review

Harvest Fund Management held its Federated Hermes (FHI) position steady in Q2 2026 at 141 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Harvest Fund Management first reported a position in FHI in Q4 2018 and has held it in 9 quarters since. The position peaked at $317K in Q4 2024. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Harvest Fund Management held 141 shares of Federated Hermes worth $8K as of Q2 2026.
Harvest Fund Management left its Federated Hermes share count unchanged in Q2 2026.
Federated Hermes made up ﹤0.01% of Harvest Fund Management's portfolio in Q2 2026, its #429 holding.
Harvest Fund Management first reported a position in Federated Hermes in Q4 2018 and has held it in 9 quarters since.
Harvest Fund Management's Federated Hermes position peaked at $317K in Q4 2024.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.