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HFM Investment Advisors’s Federated Hermes FHI Stock Holding History

HFM Investment Advisors’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 		$994 Buy
18
+9
+100% +$509 ﹤0.01% 735
2026
Q1 		$510 Hold
9
– – ﹤0.01% 669
2025
Q4 		$469 Hold
9
– – ﹤0.01% 739
2025
Q3 		$467 Hold
9
– – ﹤0.01% 691
2025
Q2 		$399 Buy
9
+3
+50% +$123 ﹤0.01% 738
2025
Q1 		$245 Buy
+6
New +$234 ﹤0.01% 552

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

HFM Investment Advisors's FHI Position: Q2 2026 in Review

HFM Investment Advisors increased its Federated Hermes (FHI) stake by 100% in Q2 2026, buying an estimated $509 and bringing the position to 18 shares worth $994. The position accounts for ﹤0.01% of the portfolio, ranked #735.

HFM Investment Advisors first reported a position in FHI in Q1 2025 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • HFM Investment Advisors held 18 shares of Federated Hermes worth $994 as of Q2 2026.
  • HFM Investment Advisors bought 9 Federated Hermes shares in Q2 2026, an estimated $509.
  • Federated Hermes made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #735 holding.
  • HFM Investment Advisors first reported a position in Federated Hermes in Q1 2025 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.