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Hemington Wealth Management’s Federated Hermes FHI Stock Holding History

Hemington Wealth 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
2025
Q3 		$9K Buy
187
+26
+16% +$1.32K ﹤0.01% 916
2025
Q2 		$7K Buy
161
+34
+27% +$1.4K ﹤0.01% 977
2025
Q1 		$5K Buy
127
+48
+61% +$1.87K ﹤0.01% 1040
2024
Q4 		$3K Buy
79
+27
+52% +$1.09K ﹤0.01% 1164
2024
Q3 		$2K Buy
+52
New +$1.78K ﹤0.01% 1177

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hemington Wealth Management's FHI Position: Q3 2025 in Review

Hemington Wealth Management increased its Federated Hermes (FHI) stake by 16% in Q3 2025, buying an estimated $1.32K and bringing the position to 187 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Hemington Wealth Management first reported a position in FHI in Q3 2024 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold FHI as of Q3 2025.

  • Hemington Wealth Management held 187 shares of Federated Hermes worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 26 Federated Hermes shares in Q3 2025, an estimated $1.32K.
  • Federated Hermes made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #916 holding.
  • Hemington Wealth Management first reported a position in Federated Hermes in Q3 2024 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.