Hazlett, Burt & Watson’s Federated Hermes FHI Stock Holding History

Hazlett, Burt & Watson’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	$35K	Hold	615	–	–	0.01%	509
2025 Q4	$32K	Hold	615	–	–	0.01%	516
2025 Q3	$32K	Hold	615	–	–	0.01%	491
2025 Q2	$27K	Hold	615	–	–	0.01%	456
2025 Q1	$25K	Hold	615	–	–	0.01%	462
2024 Q4	$25K	Hold	615	–	–	0.01%	439
2024 Q3	$23K	Hold	615	–	–	0.01%	446
2024 Q2	$20K	Hold	615	–	–	0.01%	448
2024 Q1	$22K	Hold	615	–	–	0.01%	418
2023 Q4	$21K	Hold	615	–	–	0.01%	412
2023 Q3	$21K	Hold	615	–	–	0.02%	403
2023 Q2	$22K	Hold	615	–	–	0.02%	402
2023 Q1	$25K	Buy	+615	New	+$24.1K	0.02%	359

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hazlett, Burt & Watson's FHI Position: Q1 2026 in Review

Hazlett, Burt & Watson held its Federated Hermes (FHI) position steady in Q1 2026 at 615 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #509.

Hazlett, Burt & Watson first reported a position in FHI in Q1 2023 and has held it in 13 quarters since. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

Hazlett, Burt & Watson held 615 shares of Federated Hermes worth $35K as of Q1 2026.
Hazlett, Burt & Watson left its Federated Hermes share count unchanged in Q1 2026.
Federated Hermes made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #509 holding.
Hazlett, Burt & Watson first reported a position in Federated Hermes in Q1 2023 and has held it in 13 quarters since.
400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.