HF
FHI icon

HRT Financial’s Federated Hermes FHI Stock Holding History

HRT Financial’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 		– Sell
-36,229
Closed -$2.05M – 4577
2026
Q1 		$2.05M Buy
+36,229
New +$1.98M 0.01% 1603
2025
Q3 		– Sell
-138,234
Closed -$6.13M – 3092
2025
Q2 		$6.13M Buy
+138,234
New +$5.69M 0.03% 454
2025
Q1 		– Sell
-81,476
Closed -$3.35M – 2773
2024
Q4 		$3.35M Buy
81,476
+49,178
+152% +$1.99M 0.02% 545
2024
Q3 		$1.19M Sell
32,298
-48,067
-60% -$1.65M 0.01% 1148
2024
Q2 		$2.64M Buy
80,365
+61,970
+337% +$2.08M 0.01% 627
2024
Q1 		$664K Sell
18,395
-42,903
-70% -$1.51M ﹤0.01% 1105
2023
Q4 		$2.08M Buy
61,298
+54,796
+843% +$1.79M 0.02% 636
2023
Q3 		$220K Sell
6,502
-86,761
-93% -$2.99M ﹤0.01% 1794
2023
Q2 		$3.34M Buy
93,263
+48,662
+109% +$1.88M 0.03% 417
2023
Q1 		$1.79M Sell
44,601
-87,605
-66% -$3.44M 0.02% 652
2022
Q4 		$4.8M Buy
+132,206
New +$4.64M 0.07% 278
2022
Q3 		– Sell
-133,821
Closed -$4.25M – 3019
2022
Q2 		$4.25M Buy
+133,821
New +$4.24M 0.05% 303
2020
Q4 		– Sell
-40,344
Closed -$867K – 2047
2020
Q3 		$867K Buy
40,344
+28,270
+234% +$670K 0.03% 629
2020
Q2 		$286K Buy
+12,074
New +$267K 0.01% 1009

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

HRT Financial's FHI Position: Q2 2026 in Review

HRT Financial sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 36,229 shares — an estimated $2.05M sold.

HRT Financial first reported a position in FHI in Q2 2020 and held it in 14 quarters. The position peaked at $6.13M in Q2 2025. 392 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

  • HRT Financial reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 36,229 Federated Hermes shares in Q2 2026, an estimated $2.05M.
  • HRT Financial first reported a position in Federated Hermes in Q2 2020 and held it in 14 quarters.
  • HRT Financial's Federated Hermes position peaked at $6.13M in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.