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Hughes Financial Services’s Federated Hermes FHI Stock Holding History

Hughes Financial Services’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 		– Sell
-10
Closed -$521 – 1746
2025
Q4 		$521 Sell
10
-3
-23% -$152 ﹤0.01% 921
2025
Q3 		$646 Hold
13
– – ﹤0.01% 842
2025
Q2 		$669 Hold
13
– – ﹤0.01% 823
2025
Q1 		$532 Buy
+13
New +$507 ﹤0.01% 858

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hughes Financial Services's FHI Position: Q1 2026 in Review

Hughes Financial Services sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 10 shares — an estimated $521 sold.

Hughes Financial Services first reported a position in FHI in Q1 2025 and held it in 4 quarters. The position peaked at $669 in Q2 2025. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Hughes Financial Services reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • Hughes Financial Services sold 10 Federated Hermes shares in Q1 2026, an estimated $521.
  • Hughes Financial Services first reported a position in Federated Hermes in Q1 2025 and held it in 4 quarters.
  • Hughes Financial Services's Federated Hermes position peaked at $669 in Q2 2025.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.