HWM
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Hohimer Wealth Management’s Federated Hermes FHI Stock Holding History

Hohimer 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
2026
Q2 		$212K Buy
3,831
+17
+0.4% +$961 0.02% 362
2026
Q1 		$216K Sell
3,814
-260
-6% -$14.2K 0.03% 318
2025
Q4 		$212K Sell
4,074
-22
-0.5% -$1.12K 0.03% 283
2025
Q3 		$213K Buy
+4,096
New +$208K 0.03% 322
2025
Q2 		– Sell
-6,795
Closed -$277K – 277
2025
Q1 		$277K Buy
6,795
+249
+4% +$9.72K 0.05% 200
2024
Q4 		$269K Buy
6,546
+334
+5% +$13.5K 0.05% 192
2024
Q3 		$228K Buy
+6,212
New +$213K 0.05% 202

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

Hohimer Wealth Management's FHI Position: Q2 2026 in Review

Hohimer Wealth Management increased its Federated Hermes (FHI) stake by 0.45% in Q2 2026, buying an estimated $961 and bringing the position to 3,831 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #362.

Hohimer Wealth Management first reported a position in FHI in Q3 2024 and has held it in 7 quarters since. The position peaked at $277K in Q1 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • Hohimer Wealth Management held 3,831 shares of Federated Hermes worth $212K as of Q2 2026.
  • Hohimer Wealth Management bought 17 Federated Hermes shares in Q2 2026, an estimated $961.
  • Federated Hermes made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #362 holding.
  • Hohimer Wealth Management first reported a position in Federated Hermes in Q3 2024 and has held it in 7 quarters since.
  • Hohimer Wealth Management's Federated Hermes position peaked at $277K in Q1 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.